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Investment advisor

SINT-MICHIELS
Indefinite time
38 hours per week
Finance
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Date: 2024-05-03
Yulia Epina
09/235 22 32
09/235 22 32
yulia.epina@ctrl-f.be
Finance West Flanders
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https://wa.me/32477711722

Offer

Are you looking for a job in the financial sector? Do you have (no) experience within banking and insurance?

In return for your experience, talents and knowledge, you can count on a highly competitive remuneration package complemented by several fringe benefits.

Function

As an Investment Adviser, you will have the following duties:

  • Proactively manage and monitor the active investment portfolio;
  • Provide advice to existing and potential investment clients on the savings and investment products that may be available to them and gauge opportunities in other areas;
  • Possibly provide advice around insurance(BOAR) as a second pillar.

Organisation

Our client is a banking and insurance firm. For their strong running office, they are looking for a colleague who will focus on investments and possibly a piece of insurance.

Profile

As an Investment Adviser, you have/are:

  • Bachelor's degree (Finance and Insurance) or equivalent through experience or a master's degree in an economic direction;
  • PCP certificate (automatic with a Master's degree) is a big plus;
  • Experience in a similar position is a plus but not a must;
  • Knowledge of financial markets and current affairs;
  • Customer-oriented, professional and dedicated;
  • Commercial insight, easy going and service minded;
  • Motivated and positive attitude;
  • A team player with a sense of responsibility.

Don't see some of the above in your area of expertise and hesitate to respond? Don't let this put you off and contact us to coordinate further at finance.west@ctrl-f.be or on +32 50 444 713.

Apply for this vacancy.

We will get back to you as soon as possible.

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