Investment Advisor

For this position, we offer a number of attractive benefits and working conditions. For example, our client offers a permanent contract at start-up, so you have security of position from the start. 

Our client has a family environment, where they attach great importance to a human approach. They consider it important that their employees feel valued and that they are given the opportunity to develop.

Through internal and external training, they offer their employees the opportunity to update and improve their knowledge and skills.

Furthermore, they offer a good salary in line with your experience and qualifications, as well as fringe benefits such as hospitalisation insurance, meal vouchers and group insurance.

The position is full-time and involves a working week from Monday to Friday where you will be free on Wednesday afternoons as standard.

If you are interested in this position, please send us your CV and cover letter and we will contact you as soon as possible.

As an investment advisor, you work closely with our clients and are able to advise and guide them in finding the right investment products. You have knowledge of market developments and apply this knowledge in your work. You ensure that clients are regularly informed about the performance of their investment portfolios and you have a proactive attitude when selling investment products.

In addition to your work as an investment adviser, you may also occasionally assist customers at the counter. This mainly involves administrative tasks, such as opening accounts, taking out insurance and processing payments.

Our client, a small local firm with a human touch, is looking for an investment advisor to join their team. Personal attention to the client is central to them, which is why we are looking for someone who shares the same values. Besides their clients, they also consider attention to their employees very important.

We are open to both junior and senior candidates for our investment advisor vacancy. We are looking for someone who is eager to learn and willing to develop further in this role.

For junior candidates, a bachelor's-level degree or higher in a relevant field of study, such as economics, business administration or finance, is required. Experience in a related position is a plus, but not essential. More importantly, the candidate should have a strong interest in financial markets and investment products, and be willing to learn and develop further.

Furthermore, analytical skills, knowledge of financial markets and products and good communication skills are important for this role. As an investment adviser, you will be responsible for advising clients on investment products and managing their investment portfolios. The ability to perform financial analysis, assess risks and communicate with clients in an understandable way is therefore essential.