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Investment Advisor
Function
As an investment consultant, you will be the first point of contact for the firm's investment clients. Your job consists of:
- Building and maintaining trusting relationships with customers.
- Identifying client investment needs. Together with the client, you will then search for the ideal investment strategy.
- Advising clients and providing guidance during crucial life moments. You therefore maintain regular contact with your clients to respond to this.
- Further expanding current investment portfolios.
- In addition to maintaining the current client portfolio, a large part of your time will therefore also go to expanding it. For this, you can count on warm leads but you will also actively look for opportunities.
Profile
We are looking for the person who can identify with the following:
- You have experience as an investment advisor or commercial experience in the financial sector. However, do you know how to convince us of your knowledge and interest in investments from your private life? Then definitely let us hear from you too.
- A bachelor's or master's degree, ideally in a relevant field of study.
- You hold the required Febelfin certificates.
- A goal-oriented attitude and a natural commercial flair.
- A profound passion for the financial sector.
- Ability to express yourself fluently in the Dutch language.
Organisation
At CTRL-F Finance, we create daily connections between finance professionals and challenging positions in various sectors. Our extensive network includes offices, companies and most importantly, talented individuals. Our approach is both professional and personal, fully focused on the candidate.
As we focus entirely on financial positions, we currently have an abundance of opportunities. Do not hesitate to contact us if you are interested. We are ready to discuss all options with you and work together to find the ideal new challenge for you!
We are currently looking for a new employee for a bank branch in the Willebroek region to strengthen the team in the credit area. Together with the insurance office also attached to the branch, you will join a team of just under 10 people.
You will join an organisation where great importance is attached to the employees and the team spirit. You will therefore see this reflected in various initiatives. In addition to the employees, they also focus on their customers. In doing so, they want to make the difference by being truly accessible to their (future) customers.
Offer
As an Investment Adviser, you can expect the following value package:
- A corporate culture where the team comes first.
- You can expect to join a growing organisation that wants to continue growing into the future.
- A salary complemented by a number of fringe benefits such as hospitalisation insurance and meal vouchers.
- A bath of training opportunities.
- You will join a dynamic and supportive work environment.