Investment Advisor

Function

Your expertise in finance and commercial skills enable you to:

• Advise and guide clients on their investment strategies, both to build and grow their capital and to use it effectively upon reaching retirement age.
• Accurately identify your clients' needs and, in collaboration with them, develop customised, balanced and diverse investment solutions that meet their specific needs and objectives.
• To adopt a proactive attitude in maintaining and strengthening relationships with your clients while actively expanding your client base by making new contacts. Your focus is mainly on providing expert advice in the field of bank investments.

Profile

• You have at least 2 years of investment experience.
• You speak and write good Dutch.
• You know how to communicate clearly and efficiently with customers.
• You are able to lead a commercial conversation.

Organisation

For a client, operating as a banking and independent insurance broker, we are looking for a new colleague. Based in a location with excellent accessibility, this firm is known for its strong focus on customer centricity. They strive to provide personalised solutions for each client, tailored to their unique needs.

Offer

• An entrepreneurial and enjoyable position where you can make a difference.
• An attractive salary complemented by fringe benefits.
• A permanent contract at start-up.
• A job in your area, in an exciting and dynamic environment.
• Advancement opportunities within an independent firm that is part of a group with nternational reputation.
• A comprehensive training path that offers the opportunity to evolve further.