Investment Advisor

As an Investment Advisor within this Balen office, your focus will be on managing client relationships and optimising 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.
• You will work from the existing portfolio as well as look for new opportunities with existing customers.
• Your future portfolio will include a wide range of amounts, which will ensure variety in interviews.
• In addition to making commercial calls, you will also be responsible for the correct administrative handling of the matters discussed.

To fill this role of Investment Advisor, we are looking for the following person:

• You obtained a bachelor's degree in a financial or economic field.
• You are in possession of the necessary certificates.
• Ideally, you will have experience as an Investment Advisor, but commercial flair and a clear link to investments are also appreciated.
• 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.

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!

Today, we are looking for an Investment Advisor to further support the team at this office in the Balen region. The aim is to grow to an office of around 7-8 people in a relatively short period of time. You will join an office where there is a friendly and family atmosphere. On the other hand, there is of course also hard work.

In return for your efforts, you can expect the following value package:

• Permanent contract of indefinite duration upon start-up.
• A gross salary commensurate with the experience you can bring to the office.
• A package of fringe benefits including meal vouchers (€8/working day), eco vouchers and hospitalisation insurance.
• You can count on growth opportunities within this salary package.
• A warm and family office where a fresh wind blows.