CTRL-F
5 months ago
Investment Advisor
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Company information
- Company
- CTRL-F
- Location
- België, West-Vlaanderen (Provincie), Roeselare, Roeselare Belgium
- Posted
- 5 months ago
Job description
Function: Advising clients on investments and wealth building. Developing investment proposals tailored to risk profile and objectives. Guiding clients in their financial choices (fiscal, return, diversification). Following up and optimizing existing portfolios. Proactively contacting clients and detecting opportunities. Collaborating with colleagues (bank, credits, insurance) for comprehensive advice. Serving as a reference person for investments within the office Profile…
Required skills
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