Investment Advisor

Function

As investment adviser you take the lead in assisting clients with their wealth and investment strategies. You will be the point of contact for clients with questions related to savings, investments and financial planning.

What you do:

• You support customers in investment issues and financial planning.
• You analyse customer needs and propose tailored advice on.
• You will build and manage a customer portfolio with a focus on long-term relationships.
• You follow market developments and translate this into understandable advice.
• You will work with internal teams to provide a complete service.
• You will contribute to commercial objectives and customer satisfaction.

Profile

We are looking for an experienced or qualified financial adviser with commercial flair.

Your profile:

• You have experience in the banking sector or a degree in a financial field (min. bachelor's degree).
• You have an interest or experience in investment and financial advice.
• You are communicatively strong, results-oriented and customer-oriented.
• You work analytically and have a practical view of financial solutions.
• You are commercially minded, but always work in the best interest of the customer.
• You are a team player and feel comfortable in a professional consulting context.
• You speak excellently Dutch; French/English are pluses.

Don't see some of the above in your area of expertise and hesitate to respond? Don't let this put you off and contact us to coordinate further via finance.west@ctrl-f.be or via +32 50 44 47 13.

Organisation

You work for a banking and financial services provider with a focus on personal advice and long-term relationships. The organisation supports private and corporate clients with financial choices, from savings to investments and insurance. Teams work together with respect for expertise, customer focus and sustainable growth.

At CTRL-F Finance, we create daily connections between finance professionals and challenging positions in various sectors. Our extensive network includes offices, companies and above all, talented individuals. Our approach is professional as well as personal, fully focused on the candidate.

As we focus entirely on financial positions, we currently have an abundance of opportunities. Do not hesitate to contact us if you are interested. We are ready to discuss all options with you and work together to find the perfect job for you!

Offer

• Full-time contract With attractive package.
• Extra-legal benefits (meal vouchers, insurance, etc.).
• Training and guidance in investment and financial advisory processes.
• A professional, supportive team with room for development.
• Opportunity to further develop your expertise within consultancy.