Investment Advisor

• Advise clients on investments and wealth building;
• Analyze the financial situation and develop a strategy;
• Follow up on and update client files;
• Prepare, check, and deliver financial documents;
• Proactively think about optimizations in fiscal and legal areas;
• Detect new opportunities and deepen client relationships;
• Signal opportunities and refer to the right colleagues;

As an Investment Advisor, you are the point of contact for clients. Thanks to your knowledge, you will offer opportunities in the field of investments.

• A bachelor's or master's degree in a financial field is a must!
• At least 3 years of experience in the banking sector;
• Commercial and results-driven, does this sound familiar to you;
• Very good knowledge of Dutch and strong communication skills due to client contact;
• Accurate and structured approach;

• A permanent contract of indefinite duration:
• Working during the week from Monday to Friday - No weekend work;
• Salary based on experience;
• Meal vouchers;
• Work from home 1 day per week;
• A brand new office located in Merkplas;
• Training and growth within the office - Check!

• Conduct a wealth assessment
• Outline the legal and fiscal framework and propose suitable products (life insurance, stock portfolio, ...)
• Determine objectives together with the client (building savings, tax optimization, ...) according to their needs (marital property regime, inheritance, ...)
• Determine a financial strategy (purchase of securities, life insurance, real estate, ...) and refer the client to a lawyer, notary, or portfolio manager if necessary
• Analyze the client's financial situation and draw up a balance of their asset structure (life insurance, securities, ...)