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Banking and insurance employee with focus on investments
Function
As a Banking and Insurance Officer with a focus on investments, you will be responsible for the following tasks:
- Continue to manage and monitor the active investment portfolio;
- Monitoring investment performance and providing regular updates to clients;
- Analysing clients' financial situation and identifying suitable investment opportunities;
- Advise the existing and potential investment clients on the savings and investment products that are suitable for them and explore the possibilities in other areas.
Profile
As a Banking and Insurance Officer with a focus on investments, you are/have:
- Diploma in economics or equivalent through experience;
- PCP certificate;
- Knowledge of financial markets and you are up to date with current events;
- Customer-oriented, professional and dedicated;
- Communicative, social and positive attitude;
- You can work autonomously and independently but you are also a team player.
Don't see some of the above in your area of expertise and hesitate to respond? Don't let this deter you and contact us to coordinate further at finance.oost@ctrl-f.be or on +32 9 235 22 32.
Organisation
Our client is a banking and insurance office that has been established in the region for many years. In order to strengthen their customer service and support their current team, we are looking for a bank and insurance employee with a focus on investments.
Offer
Are you looking for a job in the financial sector? Does the Investment Advisor position appeal to you? We are looking for a junior Banking and Insurance Officer with a focus on investments.
In return for your knowledge, talents and motivation, you can count on a competitive remuneration package complemented by several fringe benefits, such as group and hospitalisation insurance. For full-time employees, there is also an option for a company car.