Investment Advisor

Function

You become a trusted point of contact for clients who want to build, manage or grow their wealth. In doing so, you look beyond the initial question and actively identify links between the client's financial situation and possible solutions.

You take on the following, amongst other things:

• You guide clients with their investment questions and wealth building.
• You map out the financial situation, objectives and expectations of clients.
• You provide advice on investment solutions that match the client's profile and needs.
• You actively follow up with existing clients and continue to build long-term relationships.
• You detect commercial opportunities by listening carefully and asking the right questions.
• You identify connections between different financial needs and are not afraid to open up a conversation further.
• You keep clients informed and ensure correct follow-up of your advice and files.
• You work closely with colleagues and support them where needed.
• You contribute to the further commercial development of the office.

Profile

For this role, we are looking for someone who thinks commercially without being a conventional salesperson. You do not need to put a product on the table at every conversation. We do expect you to be curious, to ask further questions and to recognise opportunities.

• You preferably have experience in investments, wealth management or the financial sector.
• A PCP certificate is a bonus. PCP in training is open for discussion.
• You have a strong interest in investments and financial markets.
• You are commercially minded and know how to develop a client relationship in a natural way.
• You are a good listener and ask targeted questions to understand the client's real need.
• You have a strong ability to identify commercial connections and looks beyond the immediate question.
• You are sociable, approachable and easy to get along with.
• You feel at ease with a client portfolio comprising a wide range of profiles and needs.
• You are a team player and spontaneously help colleagues when needed.
• You are not someone who considers themselves above certain tasks.
• You are more advisory than pushy: not a hard seller, but someone who builds trust and convinces through substance.
• You have a good command of Dutch. You can get by sufficiently in French.

Don't see some of the above in your area of expertise and hesitate to respond? Don't let this put you off and contact us to coordinate further via finance.aalst@ctrl-f.be or by calling +32 9 240 99 60.

Organisation

At CTRL-F Finance, we create daily connections between finance professionals and challenging positions in various sectors. Our extensive network includes offices, companies and most importantly, talented individuals. Our approach is both professional and personal, fully focused on the candidate. As we focus entirely on financial positions, we currently have an abundance of opportunities. Do not hesitate to contact us if you are interested. We are ready to discuss all options with you and work together to find the perfect job for you!

If you apply for this vacancy, you’ll be joining a local banking and insurance office in Halle where personal advice and long-term client relationships are central. You will join a sociable and approachable team with a diverse client portfolio. Different personalities are given the space to develop their own style. What matters most is that you guide clients in an authentic way, spot commercial opportunities and are at the same time a colleague the team can rely on.

Offer

You will have the opportunity to truly develop a client portfolio and, in the long term, become a trusted adviser for clients. There is room for initiative, as well as for collaboration with colleagues.

• An content-rich role within investments and wealth management.
• Plenty of direct client contact and the opportunity to build lasting relationships.
• A diverse client portfolio with a wide range of financial needs.
• A commercial environment in which advice and trust are more important than hard selling.
• A team in which colleagues support one another and share knowledge.
• Room to further develop your expertise in investments.
• An attractive remuneration package tailored to your experience and competencies.
• A stable working environment in which you can grow in the long term.