Investment advisor

Function

• Advising clients around investments and wealth accumulation
• Preparation of investment proposals tailored to risk profile and objectives
• Guiding clients in their financial choices (tax, return, diversification)
• Monitoring and optimising existing portfolios
• Proactively contact customers and detect opportunities
• Collaborating with colleagues (banking, credit, insurance) for comprehensive advice
• Act as a reference person for investments within the firm

Profile

• Bachelor's or master's degree (preferably in economics/finance)
• Experience in banking or investments is a strong asset
• Strong interest in financial markets and investment products
• Commercially minded with a focus on long-term relationships
• Analytical and able to explain complex subject matter clearly
• Customer-oriented and communicatively strong

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

Organisation

Our client is a leading bank in Belgium with a strong focus on advising and guiding customers through their financial journey. There is a strong focus on expertise, training and career opportunities within the organisation.

You will find yourself in an environment where investments are an important pillar and where, as a specialist, you will provide clear added value for both clients and colleagues.

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 both professional and 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

• Competitive salary package with fringe benefits
• Training and certifications within investments
• Growth opportunities within a large organisation
• Strong support and collaboration within the team
• Dynamic role with lots of customer contact

Are you the Investment Advisor we are looking for? Then apply now!