Investment Advisor

Function

Are you passionate about invest? Do you want to help clients achieve their financial goals and build a relationship of trust that goes beyond numbers alone?

For our small bank branch in Limburg, we are looking for an enthusiastic Investment Advisor Who wants to help build the success of our team.

What will you do?

As an investment adviser, you will be the point of contact for clients looking to invest. Your responsibilities:

• Advising clients on investment products tailored to their goals.
• Proactively manage customer files and follow up on existing relationships.
• Spotting new commercial opportunities and turning them into valuable solutions for customers.
• Collaborate with colleagues and share your investment knowledge to strengthen the team.
• Contribute to the daily operation of the office and support commercial actions.

Profile

You are someone who understands financial markets and is passionate about helping clients secure their future.

• Bachelor's degree in a finance discipline or equivalent experience.
• Experience in investing is a plus.
• Customer-oriented, empathetic and communicatively strong: you listen, advise clearly and build trust.
• Proactive, solution-oriented and independent, but also a team player.
• Interested in full financial services and willing to continuously update your knowledge.

Organisation

Our client combines small scale with impact: short lines of communication, direct collaboration and close customer relations.

Offer

• Permanent contract at start and attractive salary.
• Extra-legal benefits: meal vouchers, group insurance and cafeteria plan.
• Modern workplace with all facilities.
• Collegial, warm and transparent working environment.

As an investment advisor / relationship manager, do you want to make a difference for clients and develop yourself further within a dynamic banking team? Apply now and help build a future where customers trust and you make a difference.