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Investment relationship manager
Function
Are you a financial advisor with a passion for investing? For our client, we are looking for an investment advisor to help our clients achieve their financial goals. As an investment advisor, you will play a crucial role in guiding our clients in their investment decisions and provide tailored solutions.
Your responsibilities:
- You offer personalised investment advice to clients, based on their financial situation.
- You manage and optimise clients' investment portfolios, taking into account market developments.
- You continuously stay abreast of the latest developments in the financial markets and translate them into relevant investment opportunities for clients.
- You will build and maintain strong relationships with customers, ensure regular follow-up and provide excellent service.
- You will ensure that all investment advice and activities comply with applicable laws and regulations.
Profile
- You have initial investment experience.
- You communicate fluently and value excellent customer service.
- You are proactive and goal-oriented.
- You are fluent in Dutch, both orally and in writing.
Organisation
Our client, a banking and insurance firm, has a strong family character and attaches great importance to building a personal relationship with their customers. They believe that trust and a good relationship are the basis for a successful partnership.
Located in a congestion-free environment, they not only provide easy accessibility for their clients, but also a calm and pleasant working environment for their team. They understand the importance of a healthy work-life balance and strive to create an environment where everyone feels comfortable.
Offer
- Permanent contract on start-up.
- Working at a bank where they value personal contact with customers.
- Regime by arrangement.
- Attractive salary complemented by a package of fringe benefits.
- Working within a close-knit and stable team of 6.
- Regular training and professional development opportunities to keep your knowledge and skills up-to-date.
- An excellent work-life balance.