Investment advisor

Function

• Advising clients around investments, wealth accumulation and transfer
• Supervising estate and succession planning cases
• Actively approaching customers through leads and existing lists
• Follow-up and development of own customer portfolio
• Advising around life insurance (branch 21 and branch 23, debt balance)
• Giving basic advice around BOAR insurance as part of total advice
• Conducting 360° conversations with customers, in collaboration with colleagues
• Taking over files of high-net-worth clients in the absence of the office manager
• Working with banking funds, supplemented by bonds and ETFs

Profile

• First experience within investments is a must
• You are familiar with investment products and customer advice
• PCP certificate is required
• You are proactive and take initiative in customer follow-up
• You communicate fluently and can explain complex matters clearly
• You work in a structured and punctual manner
• You are a team player who communicates openly
• You have a calm, professional appearance and can deal with high net worth clients
• You are flexible and think long term

Organisation

Our client is an independent bank branch with a close-knit team of about four employees. Within the branch, there is a strong commitment to collaboration, open communication and collective goals.

The focus is on assisting clients over the long term, with a particular focus on investments and wealth accumulation. You will join an environment where transparency is key and where regular consultations take place to set objectives and priorities together.

Due to the limited size of the team, as an employee you will be given great responsibility and the opportunity to have an impact on the further development of the client portfolio.

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 depending on experience
• Meal vouchers (€8)
• Group insurance with accrual based on gross annual package
• Hospitalisation insurance
• 37.5-hour week without weekend work
• 20 leave days supplemented by bank holidays and seniority days
• Working in a small team with short decision lines

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