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Investment and credit adviser
Function
As an Investment and Credit Advisor, you will have the following duties:
- Continue to manage and monitor the active investment portfolio;
- Provide advice to existing and potential investment clients on the savings and investment products that may be available to them and gauge opportunities in other areas;
- Providing expert advice to customers on various types of credit products;
- Working closely with customers to understand their financial needs and provide tailored credit solutions.
Profile
As an Investment and Credit Advisor, you have/are:
- Bachelor's degree (Finance and Insurance) or equivalent through experience or a master's degree in an economic direction;
- PCP certificate (automatic with a Master's degree) is a big plus;
- Experience in a similar position is a plus but not a must;
- Knowledge of financial markets and current affairs;
- Customer-oriented, professional and dedicated;
- Commercial insight, easy going and service minded;
- Motivated and positive attitude;
- A team player with a sense of responsibility.
Don't see some of the above in your area of expertise and hesitate to respond? Don't let this put you off and contact us to coordinate further at finance.west@ctrl-f.be or on +32 50 444 713.
Organisation
Our client is a banking and insurance firm. To strengthen their team, they are looking for a new colleague who will mainly focus on investments and loans.
Offer
Are you looking for a job in the financial sector? Do you have (no) experience within banking and insurance?
In return for your experience, talents and knowledge, you can count on a competitive remuneration package complemented by some fringe benefits.
You will work in a family office and can certainly count on the necessary support of colleagues. You will have plenty of room to take initiative in order to contribute to the growth of the office.