Investment Advisor

Function

• Advising clients on investments and wealth accumulation;
• Analyse the financial situation and develop a strategy;
• Follow up and update customer files;
• Prepare, review and deliver financial documents;
• Proactive thinking on optimisations in the tax and legal field;
• Detecting new opportunities and deepening customer relationships;
• Identify opportunities and refer them to appropriate colleagues;

Profile

As an Investment Adviser, you will be the point of contact for clients. Thanks to your knowledge, you will offer opportunities in the field of investments.

• A bachelor's or master's degree in a financial field is a must!
• At least 3 years' experience in the banking sector;
• Being commercial and results-driven sounds familiar to you;
• Very good knowledge of Dutch and have strong communication skills due to contact with customers;
• Being close-minded and also working structurally;

Organisation

• Conducting an asset search
• Outline the legal and tax framework and propose the adapted products (life insurance, stock market portfolio, etc.)
• Define together with the client the objectives (building up savings, tax optimisation, etc.) according to his needs (matrimonial system, inheritance, etc.)
• Determine a financial strategy (purchase of securities, life insurance, real estate, etc.) and, if necessary, refer the client to a lawyer, notary or portfolio manager
• Analyse the client's financial situation and take stock of their asset structure (life insurance, securities, etc.)

Offer

• A permanent contract of indefinite duration:
• Work throughout the week from Monday to Friday - No weekend work;
• Pay according to experience;
• Meal vouchers;
• Working from home once a week;
• A brand new office located at Merkplas;
• Training and advancement within the firm - Check!