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Commercial Investment Advisor
Function
As a Commercial Investment Advisor for this office in the Berchem region, your responsibilities will include the following tasks:
- As a driven professional, you will be responsible for the profitability and growth of an existing portfolio of clients.
- You will schedule regular proactive appointments with your clients and discuss their financial goals and needs together, resulting in a personalised plan.
- In time, you will take initiatives to expand your existing portfolio. Through your own commitment and a proactive approach, you will thus build your own network.
- You formulate solutions tailored to your customers' needs and convince them of the benefits of the offer.
- You keep abreast of all developments in procedures, products, legislation, economic situation, etc., and apply this knowledge correctly in your advisory discussions with clients.
- You focus on the strategic target group, namely clients and prospects with at least €75,000 in off-balance-sheet investments, and develop a long-term sustainable professional relationship with them.
- You will contribute to continuous commercial growth and high client satisfaction.
Profile
To fill the role of relationship manager, we are looking for someone who can identify with the following characteristics:
- You hold a bachelor's or master's degree, or are equivalent through experience.
- You have at least initial experience within the financial sector.
- You have in-depth knowledge of the technical, legal and tax aspects of investments.
- A good basic knowledge of retail lending is present.
- You are well embedded in the relevant broad region, and integrity, flexibility and team spirit are important values for you.
- Empathy and listening skills are characteristics that suit you.
- You can express yourself fluently in the Dutch language, and knowledge of French and English is always useful given the role as Commercial Adviser Investment.
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 perfect job for you!
We are currently looking for a Commercial Investment Advisor to join the Berchem office of this bank. You will join an office of about 5 people where you will act as additional relationship manager. On a local level, you will be part of a smaller group but you can of course rely on the expertise of the larger bank.
The bank has Belgian origins and is still focused on the Belgian market. They place very strong emphasis on the human aspect. This is reflected both towards employees and customers, for whom they really do take their time.
Offer
Wondering what to expect when you get started as a Commercial Investment Adviser in this modern bank branch in the Berchem region? We provide an initial overview:
- A permanent contract of indefinite duration upon start-up.
- A nice gross salary that reflects your expertise and competences.
- A package of fringe benefits including hospital and group insurance, meal and eco cheques, a Flex Income Plan giving you the opportunity to convert your end-of-year bonus into additional benefits (bicycle, multimedia,...),...
- You will also join an open and flat structure in which you can work flexibly and autonomously.
- You will work in a professional and stimulating environment where your own ideas are always welcome.
- You have the opportunity to plan your schedule yourself.
- Parking at the office is possible.