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Investment Advisor
Function
As an Investment Advisor, you will be responsible for advising clients on investment options that match their financial goals. You will work closely with clients to analyse their financial situation and develop appropriate investment strategies. Depending on your level of experience, your tasks and responsibilities will be adapted. Both junior and senior profiles will be considered for this position.
- Advising clients and developing personalised investment plans.
- Build and maintain long-term customer relationships through regular contact.
- Provide fair and transparent investment advice that matches clients' needs and goals.
- Attend internal and external training courses to develop knowledge and skills.
- You will work with colleagues's to provide optimal support to customers with loans, insurance and investments.
Profile
You hold at least a bachelor's degree. Experience is a plus, but certainly not a must.
You value personal contact with customers and building long-term relationships.
You enjoy giving advice in line with the customer's needs.
You know how to complete your administration accurately.
You can express yourself well in Dutch, both orally and in writing.
Organisation
Our client is a family-run bank branch with a smooth and open atmosphere. For them, it is important that you help customers with products that really matter, in order to build a long-term relationship.
Offer
- Permanent contract on start-up.
- Attractive salary where a company car is possible (in due course).
- Family office with a strong focus on a healthy work-life balance, working on the principle of 'give and take'.
- No 'stripes' but really helping the customer with products that really matter.
- Both full-time and 4/5th work regimes possible, with no work on Wednesday afternoons as standard.
- Working in a stable team with virtually no staff turnover.
- Both internal and external training will be provided.