Investment Adviser

Function

As an investment adviser, you help private clients translate their financial goals into appropriate investment advice.

• Contact with warm leads and existing clients
• Analysis of needs, expectations and risk profile
• Portfolio follow-up and annual reviews.
• Clear explanation of investment proposals, without technical jargon.
• Personal advice and relationship management are central.
• Small-scale office operations in Kortenaken.
• In addition to investment advice, broader client-oriented and commercial tasks, depending on your experience.

Profile

• Experience within banking or financial services is preferred.
• Experience with investments is a plus, but not a must.
• A PCP certificate is required.
• You communicate fluently in Dutch and explain financial information clearly.
• You listen first, ask targeted questions and provide well-considered advice.
• You are sociable, reliable and enjoy building lasting client relationships.
• You adapt easily and contribute to a close-knit, positive atmosphere.

Organisation

You will join a small-scale and close-knit office in Waanrode, where you work alongside a compact team of three colleagues on personal client contact and long-term relationships. The focus is on private individuals, with room to follow up an existing investment portfolio, take on warm leads and assist clients in an advisory capacity. Within a stable office environment, you will have the opportunity to further develop your expertise in investments, with room for guidance, responsibility and growth.

Offer

• A gross monthly salary of approximately €2,500 to €3,500, depending on your experience and knowledge.
• A full-time working week of 37.5 hours.
• 20 statutory holidays and bank holidays.
• Year-end bonus, eco-vouchers, gift vouchers and a group insurance of 4%.
• Net allowance and expense reimbursement, negotiable within the overall package.
• Possibility of a company car after approximately six months.
• Guidance and room to grow into an independent role as a wealth adviser.
• You work in the office alongside a very close-knit team; structural working from home is not provided.

Would you like to guide clients through important financial decisions whilst growing in investment advice? Apply for this vacancy; the further conversation will take place in a personal and transparent manner.