Investment Advisor

Function

As an Investment Advisor in Wetteren, you will play a crucial role in guiding our clients towards financial growth through investment opportunities. Your duties will be as follows:

• You will be responsible for proactively contacting customers.
• You will manage and monitor existing client portfolios.
• You will conduct advisory discussions on tax savings and long-term savings, among other things.
• In doing so, you will act as a key link within the team, referring clients to colleagues for insurance and credit advice.

Profile

To be considered for this Investment Advisor role, we are looking for candidates who possess:

• Minimum 5 years of relevant work experience within banking and insurance.
• A PCP certificate.
• A high degree of professionalism and maturity.
• Strong communication skills and a customer-oriented attitude.
• Ability to work well together within a team.

Not fully versed in all the above points yet, but interested? Don't let that stop you and feel free to contact us at finance.oost@ctrl-f.be or phone +32 9 235 22 32.

Organisation

At Ctrl-F Finance, we create daily connections between finance professionals and challenging positions in various sectors. Our extensive network includes offices, companies and most importantly, 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!

Our client is a local banking and insurance firm that assists individuals, families and entrepreneurs with tailor-made financial solutions. The firm offers advice around savings, investments, loans and insurance, with a strong focus on personal service, transparency and long-term customer relationships.

Offer

They offer an attractive salary package, this comes with:

• Meal vouchers.
• A company car.
• Hospitalisation insurance.
• Eco-vouchers.
• End-of-year bonus/13th month.
• 20 statutory + 5 additional statutory leave days.
• You will work in an environment where there is a strong focus on collegiality, including regular social activities such as dinners and team building.