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Investment relationship manager
- Permanent contract on start-up
- Attractive salary package supplemented with extra-legal benefits
- Working within a dynamic and motivated team
- Internal support and training
As an Investment Relationship Manager, you will be responsible for maintaining and expanding relationships with our investment clients. You will act as a trusted advisor and help them achieve their financial goals.
Duties and responsibilities:
- Managing client relationships: You will build strong and long-term relationships with our investment clients. You are the first point of contact and provide excellent service and support. You listen to the client's needs and objectives and provide appropriate investment solutions.
- Providing investment advice: Based on a thorough analysis of the client's financial situation and risk appetite, you provide professional investment advice. You present various investment options and put together portfolios that match each client's specific needs and goals.
- Track market developments: You keep abreast of the latest developments and trends in the investment market. You share this knowledge with clients and offer them insights and advice based on your expertise.
Our client, a banking and insurance firm, is a place with a strong family character, where they place great value on 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 our team. They understand the importance of a healthy work-life balance, and we strive to create an environment where everyone feels comfortable.
With them, you get the chance to learn and develop yourself. They encourage personal growth and offer support and training opportunities to further develop your skills and knowledge.
- For the junior position: A bachelor's degree in a relevant field such as finance, economics or business administration. Some experience or internship in finance is a plus. You have strong communication skills and are eager to develop your knowledge of investments.
- For the senior position: You have proven experience in managing investment portfolios and advising clients.
Apply for this vacancy.
We will get back to you as soon as possible.