Investment Advisor
Function
You will strengthen a local bank branch where personal advice is key. In this role, you will be the regular point of contact for customers with investment questions, guiding them in a thoughtful, sustainable way.
The focus is on quality and trust, not quick transactions.
Specifically:
- Advising clients around investments and wealth accumulation
- Building and maintaining long-term relationships
- Translating financial objectives into appropriate investment strategies
- Actively follow up on existing customer portfolios
- Predominantly working from the office, with occasional flexibility
- Working together in a small, close-knit team with short lines of communication
You are immediately employable and comfortable in a role with responsibility and autonomy.
Profile
You combine experience with a human, approachable approach.
What's important here:
- Relevant experience as an investment adviser or in a similar role
- Bachelor's degree, preferably in a financial field
- Recognised certificate or certification within investments (PCP)
- Fluent knowledge of Dutch
- Customer-oriented and communicatively strong
- Driven, but with an eye for long-term relationships
- Professional, accessible and authentic in your consulting style
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 at finance.aalst@ctrl-f.be or on +32 9 240 99 60.
Organisation
For this vacancy, we are supervising a locally anchored bank branch where personal service, accessibility and trust are key. The organisation combines professional expertise with a warm, collegial atmosphere and consciously builds long-term customer relationships.
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!
Offer
You will end up in an office where people are at the centre, both clients and colleagues.
What to expect:
- Pleasant, homely working atmosphere
- Close-knit team with a strong commitment to collaboration
- Room for initiative and professional growth
- Client portfolio with focus on personal service
- Correct remuneration according to experience and expertise
- An environment where consultation and trust prevail
Diversity and inclusion are important to CTRL-F.
Whoever, whatever or however you are or what you stand for, it is your talents that make the difference.
Still have questions?
Yulia Epina is happy to help you!
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Veelgestelde vragen over deze vacature
Waar is deze job gelegen?
Erpe-mere, East Flanders, Belgium
Welk type contract is dit?
Indefinite time
Hoeveel uren per week werk je in deze functie?
37.5 h/week
Met wie kan ik contact opnemen over deze vacature?
Kantoor: Finance Aalst
E-mail: yulia.epina@ctrl-f.be
Telefoon: 09 240 99 60