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Investment Advisor
Function
As Investment Advisor at this office in the Retie region, your focus will be on managing client relationships and optimising their investment portfolios. You will be responsible for providing expert advice tailored to the client's financial goals and requirements. With your experience, you will help clients invest and grow their assets effectively. In doing so, you work from the existing portfolio but also look for new opportunities with existing clients. For spotting these opportunities, you never have to work cold, you will always be able to work from a lead. Your future portfolio will contain a wide range of amounts. This way, you will also have a lot of variety in the conversations. Besides conducting commercial conversations, you will also be responsible for the correct administrative handling of the matters discussed.
Profile
We are looking for an experienced Investment Advisor with the following competencies:
- You obtained a bachelor's degree in a financial or economic field.
- You hold the necessary certificates or are willing to obtain them at short notice.
- Ideally, you can fall back on initial experience as an Investment Adviser. However, do you have a commercial flair and a clear link to investments? Then definitely let us hear from you too!
- In-depth knowledge of financial products and investment strategies.
- Excellent communication skills and customer orientation.
- You can express yourself professionally in Dutch.
- Results-oriented, entrepreneurial and analytically strong.
- Team player with a proactive attitude and a passion for finance.
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 ideal new challenge for you!
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.
We are currently looking for an additional associate to join the team for the Retie office. As a new employee, you will be working in a modern office where you will be given many opportunities. Your focus within this office will mainly be on investments. The team also works well together and activities are organised on a regular basis.
Offer
From the moment you start working as an Investment Adviser in Retie, you can expect the following value package:
- A permanent contract of indefinite duration upon start-up.
- A comprehensive training programme from day 1, both in the office and through head office.
- A competitive salary package based on your experience.
- A package of fringe benefits including meal vouchers and group insurance.
- You will work 37.5 hours a week in a full-time schedule where you will be home on Wednesday afternoons anyway.
- The space to grow further in your job and develop in breadth.
- Advancement opportunities and personal development.