Experienced Investment Advisor

Function

We are looking for an Investment Account Manager on behalf of our client to guide clients in planning their financial future. You will actively engage with clients, listen to their needs and translate these into appropriate advice on investments and wealth accumulation.

Your responsibilities

• You will manage and develop an existing client portfolio.
• You build lasting, long-term relationships with customers.
• You identify commercial opportunities and respond proactively to customer needs.
• You will plan and conduct follow-up meetings with clients.
• You will coordinate various client files and ensure they are properly followed up.
• You will contribute to commercial initiatives and the day-to-day running of the office.
• You share your knowledge and expertise with colleagues.
• You will work closely with a close-knit and professional team.

Profile

• You must hold at least a bachelor’s degree in a relevant financial discipline.
• You have at least 3 years’ relevant work experience in the financial sector.
• Experience in investment or financial advice is a major asset.
• You are business-minded, enterprising and results-oriented.
• You are customer-focused, empathetic and a strong communicator.
• You are an active listener and are skilled at analysing customers’ needs.
• You enjoy working as part of a team and find collaboration energising.
• You are keen to learn and have a keen interest in the world of finance.

Organisation

Our client is a stable financial institution with a strong focus on personalised advice and long-term relationships. Working in a modern environment, the team supports clients with their financial decisions and wealth accumulation. Collaboration, a client-focused approach and professional development are key priorities.

Offer

• A permanent contract at start-up
• An attractive gross salary, commensurate with your experience.
• Meal vouchers.
• Eco-vouchers.
• Group insurance.
• Hospitalisation insurance.
• A modern and professional working environment.
• A close-knit team where collaboration and personal development are key.
• Opportunities to further develop your expertise in investment and financial advice.