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Advisor banking and/or insurance

Roeselare
Indefinite time
37.5 hours per week
Finance
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Date: 2024-04-27
Yulia Epina
09/235 22 32
09/235 22 32
yulia.epina@ctrl-f.be
Finance West Flanders
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0477711722

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 highly competitive remuneration package complemented by several fringe benefits (a company car is an option).

You will also join a team where great importance is attached to personal growth and capabilities, where mutual respect and collegiality are highly valued.

Function

As an Investment Adviser, you will have the following duties:

  • Continue to manage and monitor the active investment portfolio;
  • 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.

Organisation

Our client is a banking and insurance firm. Due to growth, they are looking for a new colleague to join their team and ensure even better service to their customers.

Profile

As an Investment Adviser, 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.

Do you see some of the above in your field of expertise and are you hesitating to respond? Don't let this put you off and contact us to discuss things further via gent.finance@ctrl-f.be or via +32 9 235 22 32.

Apply for this vacancy.

We will get back to you as soon as possible.

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