Investment advisor

Function

You will take the lead in developing and managing investment relationships:

• Advising private clients on investment solutions
• Analysing clients' financial situation and objectives
• Proactively contacting customers to schedule appointments
• Building and maintaining long-term customer relationships
• Monitoring and optimising investment portfolios
• Identifying opportunities within the existing customer base
• Occasional support at the counter/reception

Profile

You combine a flair for business with an interest in the financial markets:

• Previous experience in investment or the banking sector is an advantage but not essential
• Strong interest in the stock market and financial products
• Business-minded and willing to proactively contact customers
• You exude confidence and maturity
• A team player who wants to help shape the story
• Not a “hard-selling salesperson”, but someone who gives genuine advice
• Analytical and proactive in working with the customer

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.west@ctrl-f.be or on +32 50 44 47 13.

Organisation

You will be joining an independent bank with several branches in the region.

• A team of around eight staff members spread across the offices
• A strong focus on long-term customer relationships
• Significant growth potential in investments
• Weekly team meetings and knowledge sharing
• Collaboration with other firms to foster cross-fertilisation

The approach is dynamic and team-oriented:

• Group targets with bonus scheme
• Weekly meeting (Tuesday afternoon)
• Additional consultation sessions within the investment team
• Flexible working hours depending on opening hours
• A strong emphasis on autonomy and trust
• Long-term collaboration is key

Offer

What do you get in return?

• Attractive salary package according to experience
• Group bonus scheme upon achieving targets
• Company car or alternative (e.g. electric bike)
• Hospitalisation insurance (DKV, including dental care)
• Meal vouchers (€8)
• Training programme and certification (with a pay rise)
• Approximately 30 days’ leave, including ADV and bridge days
• Flexible working arrangements with a focus on work-life balance
• Team-building activities and collaboration with other offices

Are you the investment adviser we’re looking for? Apply now!