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8 months ago

Mid-level/Senior Investment Advisor

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Company information

Company
CTRL-F
Location
België, Limburg (Provincie), Tongeren, Bilzen Belgium
Posted
8 months ago
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Job description

Function

Our client is looking for an Investment Advisor to strengthen their team. As a Mid-level or Senior Investment Advisor, you will play a key role in guiding clients in their financial choices. You will use your in-depth knowledge of investments to provide clients with tailor-made advice and build lasting relationships.


Responsibilities:

  • Proactively advise private and business clients on investment opportunities.
  • Conduct risk analyses to accurately map client needs and provide optimal support.
  • Build and maintain lasting client relationships through regular follow-up and proactive communication.
  • Collaborate with colleagues and other departments within the office to ensure excellent, integrated service delivery.
  • Coach and support less experienced colleagues.


Profile
  • Bachelor's or Master's degree in an economic, financial, or relevant field.
  • At least 2 years of relevant experience in investments.
  • Excellent communication skills, with the ability to clearly convey complex financial matters.
  • Team player who can work independently and strives for continuous development and improvement.

Offer
  • Permanent contract upon starting.
  • An attractive salary package with extra-legal benefits, such as a company car...
  • Room for professional growth, with training opportunities and career advancement within the organization.
  • Working within a stable banking environment with a client-oriented and dynamic team.
  • An environment where your knowledge and expertise are valued and you can make a difference for our clients.

Organization

Our client serves private and business clients with personal service and customized advice.

Required skills

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