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Investment Advisor

Yellow
Fixed
37.5 hours per week
Insurance
63200
Reference: 63200
Date: 2024-02-20
Seppe Gilis
Recruitment Manager
014/24.41.48
014/24 41 48
seppe.gilis@ctrl-f.be
Finance Antwerp
antwerpen.finance@ctrl-f.be
Antwerpseweg 17A, 2440 Geel
69224
35463

Ready to fly fully into the new adventure as an Investment Adviser in the Geel region? Then read on to see what offer you can expect:

  • A permanent contract of indefinite duration.
  • A salary based on your experience and competences.
  • A challenging commercial role within an influential firm that is close to home.
  • Lots of room for personal initiatives and growth.
  • A place in a dynamic team where training and coaching are highly valued.
  • An environment where there is hard work but also room for a chat in between.
  • The scope to grow further in your job and help lead the way in the investment field.

Function

As an investment advisor, you will be the first point of contact for the investment clients of the Geel office. Your role consists of:

  • Building and maintaining trusting relationships with customers.
  • Identifying client investment needs. Together with the client, you will then search for the ideal investment strategy.
  • Advising clients and providing guidance during crucial life moments. You therefore maintain regular contact with your clients to respond to this.
  • Further expanding current investment portfolios.
  • In addition to maintaining the current client portfolio, a large part of your time will therefore also go to expanding it. For this, you can count on warm leads but you will also actively look for opportunities.

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 an additional Investment Advisor for a bank branch in the Geel region. As an Investment Advisor, you will join a smaller team with an informal working atmosphere. Besides the Geel location, they have a second branch in the Retie region. However, your main base of operations will be Geel, where you will further develop the portfolio.

Profile

To step into the role of Investment Advisor, we are looking for the following person:

  • You have experience as an investment advisor or commercial experience in the financial sector. However, do you know how to convince us of your knowledge and interest in investments from your private life? Then definitely let us hear from you too.
  • You obtained a bachelor's or master's degree, ideally in a relevant field of study.
  • You possess or are willing to obtain the required Febelfin certificates.
  • You are eager to learn as you have to continuously learn in the field of regulations and compliance.
  • You have a goal-oriented attitude and a natural commercial flair.
  • You possess a profound passion for the financial sector.
  • You know how to express yourself fluently in the Dutch language.

Apply for this vacancy.

We will get back to you as soon as possible.

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