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2024-07-05

Investment Advisor

MECHELEN
Indefinite time
38 hours per week
Finance
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Reference: a1WWV00000021qF2AQ
Seppe Gilis
014 24 41 48
seppe.gilis@ctrl-f.be
Finance Antwerp
antwerpen.finance@ctrl-f.be
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Investment Advisor

Function

As Investment Advisor at this office in the Mechelen region, your focus will be on managing client relationships and optimising their investment portfolios. You will be responsible for providing expert tailor-made advice tailored to the client's financial goals and wishes. With your experience, you will help clients invest and grow their assets effectively. In doing so, you work from the existing portfolio but also look for new opportunities with existing clients. For spotting these opportunities, you never have to work cold, you will always be able to work from a lead. Your future portfolio will contain a wide range of amounts. This way, you will also have a lot of variety in the conversations. Besides conducting commercial conversations, you will also be responsible for the correct administrative handling of the matters discussed.

Profile

We are looking for an experienced Investment Advisor with the following competencies:

  • You obtained a bachelor's degree in a financial or economic field.
  • You hold the necessary certificates or are willing to obtain them at short notice.
  • Ideally, you can fall back on initial experience as an Investment Adviser. However, do you have a commercial flair and a clear link to investments? Then definitely let us hear from you too!
  • In-depth knowledge of financial products and investment strategies.
  • Excellent communication skills and customer orientation.
  • You can express yourself professionally in Dutch.
  • Results-oriented, entrepreneurial and analytically strong.
  • Team player with a proactive attitude and a passion for finance.

Organisation

At CTRL-F Finance, we bring finance professionals together every day with exciting job opportunities in a variety of industries. Our success is due to our wide network of offices, companies and, above all, talented professionals. We aim for a professional, personal approach that focuses strongly on the candidate.

Our focus is specifically on career opportunities within finance, which means we currently offer a wide range of opportunities. Do not hesitate to get in touch if you are interested. Together, we will be happy to explore the various possibilities to find the ideal new challenge for you.

Our client is a major player within the banking sector. With around 400 branches and a total of 2,700 employees, they provide financial solutions for families and individuals. Their focus is on building long-term relationships and excellent customer service.

For the Mechelen office, we are currently looking for additional employees to join the team. The team recently moved into a brand-new office. So the pleasant working environment comes with it! The office atmosphere perfectly reflects what they want to stand for: familiar and homely. At lunchtime, they follow this line by having lunch together. And this certainly does not always have to be at the office. Activities are also regularly organised to further foster team spirit.

Offer

From the moment you start working as an Investment Adviser, you can expect the following value package:

  • A permanent contract of indefinite duration upon start-up.
  • A comprehensive training programme from day 1, both in the office and through head office.
  • A competitive salary package based on your experience.
  • A package of fringe benefits including meal vouchers and group insurance.
  • You will work in a new, modern office in bustling Mechelen.
  • The space to grow further in your job and develop in breadth.
  • Advancement opportunities and personal development.

Apply for this vacancy

We will get back to you as soon as possible.

    Still have questions?

    Seppe Gilis will be happy to help!

    014 24 41 48
    seppe.gilis@ctrl-f.be
    Finance Antwerp
    Reference: a1WWV00000021qF2AQ

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