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Investment Advisor
Function
There is still plenty of potential within this Lier office that can be exploited. So you certainly won't have to twiddle your thumbs as an investment adviser in this office. You will be fully trained by the office manager himself, who has almost 20 years of experience. In other words, you will get a huge opportunity here to help grow the office.
You do this through your commercial skills and persuasiveness. You contact existing customers and ask them without obligation if they are interested in any of the services.
However, the story of an investment adviser goes far beyond making phone calls, setting appointments and having conversations with clients.... There is also a lot of administrative work to be done. You are responsible for the correct administrative and commercial follow-up of your own files.
Are you a creative person with fun, original and/or innovative ideas to raise the profile of the office? If so, this can all be discussed within the team and you may start shaping it yourself.
So you read it right. This is a fun commercial job with huge growth potential. There is scope to help think about commercial promotions and so on....
Ready to join this team?
Profile
Because the office manager and experienced colleague's can provide sufficient support themselves, for this position we are looking for a person with a clear link to the world of finance. For example: internship experience, student job, financial training, first permanent job...
The office holder expressed that he clicks best with individuals who have a smooth chat yet also have both feet firmly on the ground.
Can you tick off the above? Then be sure to read on...
- Are you looking for a position as a commercial consultant where you are allowed to work autonomously and are given the necessary freedoms and responsibilities?
- Do you fancy expanding the customer portfolio in terms of loans?
- So passionate about finance that no one can teach you anything about the trends in this market?
If so, don't hesitate to let us hear from you!
Organisation
CTRL-F Finance, your partner for the perfect match between professionals in Finance and challenging positions in various sectors, has daily success thanks to our extensive network of offices, companies and especially talented individuals. Our approach is professional, personal and completely focused on the candidate.
With our exclusive focus on positions in the financial sector, we are currently offering numerous opportunities. Do not hesitate to contact us if you are interested. We are ready to discuss all options with you and search for the ideal challenge together!
Our client is a major player within the banking sector. With some 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 family-like, friendly working atmosphere. The teams are close-knit and often interact. This office in Lier is growing strongly. The office owner took over this office 5 years ago after having worked there himself as a commercial adviser for 13 years. The opportunity has now presented itself to take over and integrate a second office nearby. Of course, this comes with a lot : a move to new premises, a bigger team.... However, we can clearly state that the atmosphere in the office is good. The office manager himself works hard and likes to communicate openly and transparently with his employees. Together, they take the necessary trips into town and occasionally go out to dinner with the partners... Thus, the pleasant is coupled with the useful.
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 Lier office!
Offer
For the position of Investment Advisor in Lier, we are looking for someone who can start working full-time.
The hourly rate is 37.5 hours per week with a fixed schedule:
- Monday: 8h45-12h00 and 14h00-19h00
- Tuesday / Wednesday / Thursday: 8h45-12h00 and 14h00-18h00
- Friday: 8h45-12h00 and 14h00-17h00 and time for apero!
Once the integration of the two offices is complete, the lunch break and late-night opening can be shifted. However, the office manager does ask to work at least one day longer (until 7pm) in function of the well-known 'evening appointments'. Working from home is not an issue here, with the exception of training days. Of course, nothing is set in stone for the future.
The financial picture is as follows:
- A gross monthly salary depending on relevant experience
- A net expense allowance of €70 per month
- Eco vouchers of €250
- Meal vouchers of €8
- Hospitalisation insurance
- Choice of company car
In this team, you will get plenty of support on the job. And training opportunities can also be discussed. For the office holder, there is a lot to discuss amongst yourselves.