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Financial advisor
Function
Job description
As a Financial Advisor, you play a crucial role in maintaining a professional relationship with our clients and prospects. You act as the point of contact for a variety of financial queries and ensure that all enquiries are dealt with quickly and efficiently.
Main duties and responsibilities:
- Address customers and prospects professionally, both by phone and e-mail.
- Handle requests received through the website and other future channels.
- Optimise sales opportunities with customers to exceed departmental targets.
- Maximise the success rate through good knowledge of the department's standards and processes.
- Actively follow up on pending files.
- Contribute to projects to improve existing processes by bringing creative ideas.
- Defend files, comply with procedures and identify technical problems.
Profile
Job requirements
For this position, we are looking for someone with the following skills and qualifications:
- Bachelor's or master's degree in a relevant field (e.g. finance, economics, business management).
- Excellent communication skills, both oral and written.
- Customer focus and professional attitude.
- Problem-solving skills and attention to detail.
- Be able to work well under pressure and manage multiple tasks simultaneously.
- Proficient in the use of Microsoft Office packages.
Organisation
This bank is a Belgian bank with products and services for individuals, the self-employed and SMEs's and its network of 200 agencies. They want to make their customers' lives easier with personalised solutions. In doing so, they build a lasting relationship together to provide them with optimal support at every stage of life.
Offer
Compensation & Benefits
At Beobank, we offer an attractive compensation and benefits package, including:
- Competitive salary.
- Extensive fringe benefits.
- Training and development opportunities.
- Flexible working hours and the possibility of working from home.
- A stimulating and dynamic working environment.