Investment advisor

Function

• Actively approaching customers through existing lists
• Scheduling and conducting investment advisory meetings
• Building long-term relationships and trust with customers
• Advising around investment products (including funds, tax savings)
• Detecting opportunities and referring them to colleagues (insurance, credit)
• Support in day-to-day banking where necessary
• Contributing to the achievement of collective goals

Focus on investments, but broad view of client is important.

Profile

• PCP certificate is a must
• First experience in banking or strong interest in investments
• Commercially minded, but in an advisory manner
• You like to build relationships and think long-term
• You work independently and take initiative
• You are open to learning about other areas (e.g. insurance) as well

This position can also be combined with insurance, depending on your profile

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 locally anchored banking and insurance firm with a strong reputation in the region. The team consists of young, driven staff and an experienced office manager committed to growth, quality and collaboration.

The operation is built around personalised advice by appointment, where clients are the focus and there is room to go into depth about their financial situation. The firm works with collective objectives and encourages cooperation and knowledge sharing.

There is an open culture where communication and initiative are strongly encouraged. Successes are celebrated together and employees are given the opportunity to develop further within their domain.

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

• Market-based salary package with growth opportunities
• Meal vouchers of €10
• Hospitalisation insurance (DKV)
• Bonus via CLA90 (collective objectives)
• Flexible hours (Wednesday afternoons off)
• Possibility of company car (after induction period)
• Working in a young, ambitious team with strong mentoring

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