Investment Advisor

Function

In this role, you actively take a close look at existing clients. You engage in conversation, discover new needs and provide advice on investment products that match their situation.

Amongst other things, you will be working on the following:

• You contact clients for a personal financial check-up.
• You conduct advisory conversations about investments.
• You discuss financial products in a clear and accessible way.
• You detect commercial opportunities within the existing customer portfolio.
• You convert client contact into lasting relationships.
• You contribute to an open and energetic working environment.

Profile

You are someone who builds trust easily and enjoys engaging in conversation with clients. You also know how to recognise commercial opportunities and are not afraid to act on them.

For this vacancy we are looking for:

• A candidate with 1 to 3 years of experience in investments.
• A strong interest in financial services.
• Fluent communication in Dutch.
• Someone with the necessary commercial drive and persuasiveness.
• A team player who values openness and collegiality.
• A candidate who is comfortable working with Microsoft Office.

Organisation

You will join a team in which men and women work together and where there is a desire to build a balanced workforce. Open communication, mutual trust and a family atmosphere are important values.

Those who start here are given the freedom to work independently, approach clients proactively, and at the same time be part of a team that wants to move forward together.

Offer

You will have the opportunity to take on a visible role within an organisation that provides personal guidance to its clients. In doing so, you will work in an environment where initiative, trust and team spirit are important.

What can you expect?

• A full-time position or employment of a minimum of 80%.
• A possible start date that is open to discussion.
• A salary package that takes your experience and responsibilities into account.
• Group and hospitalisation insurance.
• A standard end-of-year bonus.

Do you want to put your investment experience to use in a role with plenty of client contact and commercial responsibility? Then send us your CV and find out whether this challenge as an Investment Adviser suits you!