Loans and Investments Adviser
Function
You’ll be given the opportunity to specialise in one or both of these areas. Perhaps you already have experience with loans, or perhaps your main interest lies in investments. What matters most is that you’re curious, able to spot business opportunities and enjoy engaging with customers.
Your day-to-day work may include, amongst other things:
- You will assist customers with their credit and/or investment enquiries.
- You assess clients’ financial situations and objectives and ask targeted questions to understand their needs.
- You will process loan applications and guide customers through the entire process.
- You advise clients on investment opportunities that match their profile and expectations.
- You’ll actively follow up with existing customers and further develop the relationship.
- You’ll be on the lookout for commercial opportunities and won’t be afraid to ask probing questions.
- You don’t shy away from prospecting, even when you have to make the first move yourself.
- You will work closely with your colleagues and ensure that customers receive a consistent and professional service.
Profile
We are primarily looking for a a commercially-minded individual keen to hit the ground running. Experience in the banking sector is certainly not a requirement. Perhaps you already have several years’ professional experience in a completely different sector and would now like to apply that commercial expertise in the financial world.
- You have a commercial mindset and get a real buzz from interacting with customers.
- You are proactive and don’t just wait for a customer to come to you with a question.
- You’re not afraid to ask follow-up questions and enjoy finding out what’s really behind a customer’s needs.
- You have professional experience, preferably in a commercial or customer-focused environment.
- Experience in the banking sector is a plus, but by no means essential.
- You don’t need to know about both loans and investments straight away. A solid grounding in one area is enough; you’ll learn the rest as you go along.
- For us, your degree is less important than your abilities, motivation and business acumen.
- You’re open, approachable and down-to-earth.
- You combine persuasiveness with sufficient empathy to guide clients in a personalised way.
- You feel at ease with different types of customers and in various kinds of conversations.
- A good knowledge of French is important. It’s okay to make mistakes, but, particularly when dealing with credit applications, you must be able to express yourself clearly and understand the customer properly.
- You recognise yourself in an energetic, enterprising profile: sociable, results-oriented and not afraid to take the initiative.
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.aalst@ctrl-f.be or by calling +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!
If you apply for this vacancy, you’ll be joining a local finance office in Liedekerke where clients receive personalised guidance on their financial decisions. The team is not looking for someone who simply manages their existing client portfolio, but for someone who actively contributes ideas, spots opportunities and is keen to further develop relationships. The atmosphere is approachable and down-to-earth, with room for someone who brings energy, takes the initiative and, at the same time, keeps both feet firmly on the ground.
Offer
This isn’t a traditional banking role where you simply stick to the rules. Above all, this role gives you the chance to put your commercial skills to good use and further develop your financial expertise.
- A varied role combining loans, investments and client advice.
- A role in which initiative and commercial drive are highly valued.
- A training programme that allows you to explore in greater depth the areas of finance that appeal to you most.
- A local office with a personalised approach and short lines of communication.
- Plenty of direct contact with customers and scope to build relationships independently.
- An attractive remuneration package in line with your experience and skills.
- Opportunity to develop your career further within the firm in the long term.
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!
These vacancies may also be of interest to you
FAQ about this vacancy
Wat is het salaris voor deze job?
€2,600 – €5,000 gross per month
Waar is deze job gelegen?
Liedekerke, Flemish Brabant, Belgium
Welk type contract is dit?
Indefinite time
Hoeveel uren per week werk je in deze functie?
37.5 h/week