Investment Advisor

Function

Investing is more than suggesting products. It is about building trust and guiding customers in choices that impact their future.

As an Investment Adviser, you take the lead in everything to do with investments and investment insurance. You will provide tailor-made assistance to clients and think along long-term lines. You will be given room to develop your role and, if you wish, to grow further within the firm in due course.

Tasks

• Advising clients around investments and wealth accumulation
• Working with branch 21 and branch 23 solutions and investment policies
• Building and maintaining long-term customer relationships
• Detecting opportunities and deepening customer conversations
• Monitoring and optimising existing portfolios
• Administrative follow-up of files and contracts
• Collaborate with colleagues within the firm to offer clients comprehensive advice

Profile

We are looking for someone who gets energy from customer contact and substantive conversations about power.

You recognise yourself (largely) in the following:

• At least 3 years' experience within investments or wealth advice
• Strong interest in financial markets and products
• You communicate fluently and build trust with customers
• You are commercially minded but work in the long term
• You take initiative and think with the office
• You work independently and take responsibility
• Enthusiastic, driven and positive attitude
• Diploma is a plus but not a must
• Fluent in Dutch (French and English are an added bonus)

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

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!

You will join an independent bank branch where personal advice, trust and long-term relationships are key.

Offer

You will end up in a role where you really make a difference for clients and where you can grow further yourself.

What to expect:

• Strong content function within investments
• Autonomy in your client portfolio
• Opportunity to develop your role further within the office
• Competitive salary package with fringe benefits
• Working in a locally anchored environment with personalised approach
• Collegial atmosphere and short lines of communication