Suzanne Merckx

I'm responsible for the fund distribution of Robeco funds in Belgium and Luxembourg. I mainly focus on insurance companies and independant financial advisors but other clients also include penion funds, private banks and retail banks.

Portfolio and wealth management. Discussing the clients portfolio and helping them achieve their goals. Advising clients on possible investments Full estate planning services Webmaster (designing and updating the website and social media pages of the company, deciding on our content) Compliance checks (2nd line) with regards to AML and KYC. Presenting on current market situations to stakeholders. Building on current portfolio book and making new relations. Working on assignment (public tendering) for big institutional cliënts.

Portfolio and wealth management. Discussing the clients portfolio and helping them achieve their goals. Advising clients on possible investments Full estate planning services Webmaster (designing and updating the website and social media pages of the company, deciding on our content) Compliance checks (2nd line) with regards to AML and KYC. Presenting on current market situations to stakeholders. Building on current portfolio book and making new relations. Working on assignment (public tendering) for big institutional cliënts.