Investment relationship manager

Function

• With your commercial mindset and by taking a financial interest, you will contribute to the firm’s continued growth;
• Customers can come to you for advice and guidance about investing and wealth accumulation;
• You bring the financial situation, identify clients’ objectives and expectations;
• From a thorough needs analysis you develop suitable investment solutions;
• You discuss investment opportunities in a clear and understandable way, and guides customers through their choices;
• Maintaining existing customer relationships you’re active and new contacts you know in a natural way from at build;
• The succession of investment portfolios and managing customer files is part of your day-to-day responsibilities;
• A accurate administrative processing and meticulous follow-up of cases goes without saying;
• Together with colleagues you ensure a high-quality, professional and personalised customer experience;

Profile

• A keen interest in investing, financial products and wealth creation;
• Experience within the finance sector or in investment advice, a must;
• Good communication skills and the ability to explain financial matters clearly;
• A professional and reliable appearance;
• A sense of initiative and responsibility.
• A commercial mindset, whilst keeping the customer’s interests in mind.
• The willingness to learn that is needed to continually develop your knowledge of financial markets and investment products.

Organisation

The company operates in the financial services sector and provides support in the areas of banking, insurance and financial products.

The organisation focuses primarily on private individuals and offers services including payments, savings, loans, investments and insurance.

Services are provided both via digital channels and through local branches. Customers can turn to us for personal advice, administrative support and guidance on financial decisions.

The company is part of a larger financial organisation and operates in accordance with the applicable Belgian laws and regulations governing the financial sector.

Offer

• Permanent contract;
• Gross salary range €3,200–€4,000;
• Meal vouchers;
• Group insurance;
• A company car may be available, depending on experience;

Are you interested, or would you like to find out more about this vacancy? Please get in touch using the button below!