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2024-04-27

Investment Advisor

Beselare
Indefinite time
37.5 hours per week
Finance
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Reference: a1WWV00000021iR2AQ
Yulia Epina
050 444 713
yulia.epina@ctrl-f.be
Finance West Flanders
finance.west@ctrl-f.be
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Investment Advisor
https://wa.me/32477711722

Function

As an Investment Advisor, you will be responsible for the following range of tasks:

  • Continue to manage and monitor the active investment portfolio;
  • Monitoring investment performance and providing regular updates to clients;
  • Analysing clients' financial situation and identifying suitable investment opportunities;
  • Advise the existing and potential investment clients on the savings and investment products that are suitable for them and explore the possibilities in other areas.

Profile

As an Investment Adviser, you are/have:

  • Diploma in economics or equivalent through experience;
  • PCP certificate is not a must but a big plus;
  • Experience in the similar position is a great asset;
  • Knowledge of financial markets and you are up to date with current events;
  • Customer-oriented, professional and dedicated;
  • Communicative, social and positive attitude;
  • You can work autonomously and independently but you are also a team player.

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 with 2 branches. To strengthen their team, they are currently looking for a colleague for Investment branch.

Offer

Are you looking for a job as an Investment Advisor? Read this vacancy quickly and give us a call.

In return for your experience, talents and motivation, you will receive a competitive remuneration package complemented by fringe benefits. You will also work in an office where you will have a lot of responsibility and independence.

Apply for this vacancy

We will get back to you as soon as possible.

    Still have questions?

    Yulia Epina is happy to help you!

    050 444 713
    yulia.epina@ctrl-f.be
    Finance West Flanders
    Reference: a1WWV00000021iR2AQ

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