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Investment Advisor

Mechelen
Fixed
38 hours per week
Insurance
55134
Reference: 55134
Date: 2023-03-08
Seppe Gilis
Recruitment Manager
014/24.41.48
014/24 41 48
seppe.gilis@ctrl-f.be
Finance Antwerp
antwerpen.finance@ctrl-f.be
Stadspoortstraat 1, 2200 Herentals
55027
50466

You are naturally also curious about what you can expect when you start working in this role of Investment Advisor in Mechelen:

  • A permanent contract of indefinite duration upon start-up.
  • A competitive salary adapted to your experience and competences.
  • A number of fringe benefits such as meal vouchers, group and hospitalisation insurance.
  • You will join a family office with bright future plans.
  • Regular activities are organised to promote group spirit.
  • This position can also be filled in a 4/5th shift.

Function

As an Investment Advisor within this office in Mechelen, you will naturally be called upon mainly within as what investments are concerned. Your duties will include the following:

  • You always work on the basis of service to customers. This means that you work to suit the customers' needs and therefore build a long-term relationship with them.
  • As an Investment Adviser, you will maintain contacts with investment clients and evaluate their investment portfolio during periodic follow-up meetings. In doing so, you will make proposals to optimise and deepen their portfolio.
  • You will also proactively contact clients with investment potential and invite them to the office for a personal interview. In doing so, you will sound out their financial situation, identify their needs and advise on appropriate investment solutions. You always strive to build a long-term relationship with your clients.
  • You also remain alert to commercial opportunities within insurance and lending during advisory discussions. You can provide at least basic information, and you ensure referral to your colleagues where possible. You detect opportunities. Not only do you listen, you hear what is said and also what is not said. In this way, you manage to move customers forward with targeted solutions.
  • In consultation with the office owner, you will draw up targeted actions to grow the office and bring in ideas for cross-selling.

Organisation

CTRL-F Finance provides the perfect match between professionals in Finance and challenging jobs in numerous sectors on a daily basis. For this we can rely on an extensive network of offices, companies and especially, talent. We use a professional, personal and candidate-oriented approach.

As we focus exclusively on positions in the financial sector, we currently have numerous opportunities. Do not hesitate to contact us if you are interested. We will be happy to discuss all options. In this way, we can look for the ideal job together!

Our client is a major player within the banking sector. With around 400 branches and a total of 2,700 employees, they provide financial solutions for families and individuals. Their focus is on building long-term relationships and excellent customer service. An open and personal communication style is the norm here. As an employee at our client, you are part of a large company but within each of the 450 offices, there is a very familiar, friendly working atmosphere. The teams are close-knit and often interact.

For the Mechelen office, we are currently looking for additional employees to join the team. Currently, the team is spread across several locations but the aim is to bring everyone together in a modern environment in the relatively near future.

Are you looking for a challenge within a family-run, close-knit team with great future prospects?

Then you have definitely come to the right place in this Mechelen office!

Profile

To fill this Investment Advisor vacancy, we are looking for the person who recognises themselves in the following:

  • Besides your passion for investments, you can also demonstrate the necessary experience. Your FSMA certificates in banking, insurance, and credit intermediation are preferably already at hand. Basic knowledge of insurance and credit is a plus.
  • If you do not yet have any experience within investments but still have a huge interest in it, do not hesitate to apply for this vacancy either!
  • You are commercially driven. You work independently and enjoy taking initiative in commercial actions. You can spot the right opportunities based on customer needs. You feel particularly comfortable in a commercial working environment.
  • You have an enthusiastic personality, you receive customers with a smile, and work in a customer-oriented way. You exude calmness, confidence and professionalism. Reliability and discretion are core values for you.
  • Within the office, you communicate openly and directly. You are a team player who shows commitment to the office, to colleagues and to clients. You do not just leave an improvement proposal lying around, but throw it into the group. A constructive attitude is essential. You ground best in a horizontal structure and like to take responsibility for your pillar of lending.

Apply for this vacancy.

We will get back to you as soon as possible.

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