Investment Advisor

Function

As an Investment Adviser, you build long-term relationships and guide clients through important financial decisions. You combine up-to-date market knowledge with personalised advice and actively monitor each portfolio.

Your tasks will be as follows:

• Guiding clients with their investment queries and wealth building;
• Drawing up investment proposals tailored to the client's objectives and risk profile;
• Proactively inviting clients for follow-up and advisory meetings;
• Building sustainable client relationships based on trust;
• Closely monitoring financial markets and economic developments;
• Identifying commercial opportunities and contributing to the further growth of the office;
• Collaborating with colleagues to offer clients comprehensive advice.

Profile

You get a real buzz from advising clients and have a genuine interest in the world of investing. Experience is a bonus, but it’s your eagerness to learn and your business acumen that really make the difference.

You recognise yourself in the following profile:

• You hold a bachelor's or master's degree in an economic or financial discipline (must);
• You have initial experience within the financial sector or a strong affinity with investments;
• You communicate fluently and build trust with ease;
• You combine commercial insight with a client-focused approach;
• You work independently and take initiative, but also enjoy working within a team;
• You think long-term and prioritise sustainable client relationships;
• You are eager to learn and wish to continue developing yourself as an investment specialist.

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.oost@ctrl-f.be or by calling +32 9 235 22 32.

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 you.

Our client is an independent bank branch and independent insurance broker with more than 25 years of experience and based in multiple locations.

They profile themselves as a consultancy firm, offering customers a complete service in daily banking, loans, investments and insurance.

As a team, they work for each customer in an honest and confidential way!

Offer

You will join a close-knit and professional team that really puts customers first. Do not expect a large anonymous structure, but an environment where initiative is appreciated and where you are given room to grow in your role.

What can you expect?

• A 4/5th or full-time position with prospects of broadening your expertise;
• Ongoing internal training;
• Competitive salary package with ample fringe benefits, including:
• Meal vouchers at €8;
• Hospital and group insurance;
• Net expense allowance;
• CLA-90 bonus;
• Commercial vehicle option.