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CTRL-F

7 months ago

Investment Advisor

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Company information

Company
CTRL-F
Location
België, Vlaams-Brabant (Provincie), Leuven, Landen Belgium
Posted
7 months ago
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Job description

Position

For our client, a well-functioning independent bank branch, we are looking for an investment advisor who is not afraid to seize commercial opportunities and proactively approach clients.


Your tasks:

  • Independently conduct investment discussions with clients of all ages, always with clear explanations and a customer-oriented approach;
  • Prospect for new clients and build a sustainable client portfolio;
  • Set up and follow up on appointments, all tailored to the client and without counter work;
  • Analyze client files, formulate proposals based on their financial goals;
  • Perform portfolio management and follow-up after sales;
  • Regularly contribute to commercial actions and improvements in the office;

Profile

You are the ideal candidate for this job if you can tick the following skills and characteristics:


  • You have experience as an investment advisor in the banking or financial sector;
  • You are steadfast, commercial, and enjoy results-oriented work;
  • Fluent knowledge of Dutch and you can manage in French;

Offer

What can you expect for the investment advisor vacancy?

  • Permanent contract (full-time or 4/5) with an independent bank branch with a good reputation in the region;
  • A salary package (depending on your profile), with fringe benefits: meal vouchers, group and hospitalization insurance, eco-cheques, year-end bonus, negotiable net reimbursement, and the possibility of a company car;
  • Flexible and customer-oriented working hours by appointment, no physical counter work, but two fixed evening slots;
  • You will help build a warm team with direct impact, open communication, and annual team-building events;
  • Real growth opportunities

Ready for the next step? Apply quickly so we can get acquainted!

Organization

Our client is a dynamic independent bank branch active in the heart of Flemish Brabant. You will work there with a small, loyal team where maturity, teamwork, and respect are central. Here you will get the chance to grow and to be part of a locally anchored player with a strong reputation.

Required skills

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