Investment Advisor

Function

Are you looking for a position in the banking sector where customers are more than files, and where personal contact is still truly central?

Then this is a great step for you.

For a stable and locally anchored bank branch with two branches, we are looking for an Investment Relationship Manager. You will join an environment where trust, open communication and humanity are not empty words, but the basis of operation.

No cold targets or commercial pressure to “draw lines” here, but the space to manage relationships with integrity and support customers in the long term. The manager is accessible, human and involved: everything is negotiable. You will also join a close-knit and stable team where colleagues know each other, support each other and enjoy sharing knowledge.

Your function

As an Investment Relationship Manager, you will be the trusted point of contact for clients who rely on sound and clear advice.

• You will assist customers with their investment questions and translate their needs and expectations into appropriate solutions within the bank's offering.
• You will build lasting relationships with existing customers and also know how to attract new customers thanks to your personal and professional approach.
• You actively monitor markets and products and think with clients when their financial situation or goals change.
• You will work closely with your colleagues to provide clients with total and quality financial services.
• You will share knowledge within the team and actively contribute to an open, respectful and collegial atmosphere.

Profile

• You have a first experience within the banking sector. This is a must.
• Experience within investments is nice, but not a requirement. You will be given the necessary time, guidance and training to develop further in this area.
• You are strong in customer contact, communicate clearly and inspire confidence.
• You feel good in a smaller, stable team where cooperation and mutual support are key.
• You derive energy from relationship management and personal advice rather than hard sales targets.

Organisation

Our client is a warm and stable bank branch with two branches and strong local roots. Customers come here not only for financial expertise, but also for a personal approach, transparency and trust.

The atmosphere in the office is open and human. The case manager is approachable, accessible and thoughtful. The team is close-knit, experienced and loyal, with high seniority. That says a lot about the way we work together: respectful, supportive and sustainable.

Offer

• A permanent contract at start-up.
• An attractive salary package, complemented by fringe benefits.
• A full-time or 4/5th employment, with attention to a healthy work-life balance.
• A stable working environment with a close-knit team where people are really there for each other.
• Training and personal guidance to further deepen your knowledge of investments.
• An office environment where you are not a number, but where you have real impact for both clients and colleagues.
• A function in which human relationship management is central, without hard targets or excessive commercial pressure.

Ready to deepen your knowledge in the banking sector in the world of investments?

Apply today! We will be happy to tell you more about this position/office.