Investment advisor
Function
You will take on a leading role within the investment division and help the firm grow in a well-considered, client-focused way.
- You advise clients on investments (approximately 80% of your time)
- You will actively continue to build the portfolio together with your colleague
- You proactively approach customers using existing lists
- You will review existing cases and maintain contact with clients
- You identify opportunities in the insurance and credit sectors (a referral is sufficient)
- You will provide occasional support with day-to-day banking and counter services (initial phase)
- You will be working with the products offered by head office (tax-efficient savings, funds, etc.)
Profile
You don’t have to be a top salesperson. You just need to be someone who spots opportunities and makes the most of them.
- You have some initial experience in banking or investment (an advantage)
- Just left school? That’s fine, but you’ll need to provide a clear explanation of your motivation
- A PCP certificate (banking intermediary) is essential
- You communicate easily and build trust
- You enjoy working as part of a team and ask questions when necessary
- You enjoy an open, straightforward working atmosphere
- A basic knowledge of French is sufficient
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
You’ll be working in a modern, refurbished office in a high-visibility location with plenty of walk-in traffic. The team is small but close-knit, with a culture where colleagues rely on one another. There are no individual targets, but we do hold regular meetings to discuss progress. The atmosphere is calm and structured, with room for consultation and initiative.
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
Here, you’ll have the opportunity to develop in a clearly defined role.
- 38 hours per week (spread over 4.5 days)
- Flexible hours
- 20 days’ leave + 3 days’ time off in lieu
- Gross salary approx. €3,000 – €4,500 depending on experience
- Company car + fuel card
- Meal vouchers (€10)
- Hospitalisation insurance
- GSM subscription
- A close-knit team and a pleasant working environment
Are you the Investment Advisor we are looking for? Then apply now!
Diversity and inclusion are important to CTRL-F.
Whoever, whatever or however you are or what you stand for, it is your talents that make the difference.
Still have questions?
Sydney Rammeloo is happy to help!
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FAQ about this vacancy
Wat is het salaris voor deze job?
€3,000 - €4,500 gross/month
Waar is deze job gelegen?
Wevelgem, West Flanders, Belgium
Welk type contract is dit?
Indefinite time
Hoeveel uren per week werk je in deze functie?
38 h/week