Investment Advisor

Function

Some customers are looking for a product. Others are looking for someone to help them make the right choices. You are that person.

As an Investment Adviser, you will guide clients in growing, protecting and optimising their wealth. You will build on existing relationships, engage in in-depth discussions and help clients move forward with advice tailored to their personal circumstances and future plans.

You’ll have the freedom to take the initiative and play an active part in driving the firm’s continued growth.

Tasks:

• Advising clients around investments and wealth accumulation
• Developing investment proposals tailored to the client’s needs
• Monitoring and optimising existing investment portfolios
• Conducting advisory meetings and building long-term customer relationships
• Identifying opportunities within the existing customer portfolio
• Working with colleagues to provide comprehensive advice to clients
• Administrative follow-up of investment files
• Actively contribute to the firm’s commercial development

Profile

We are looking for someone who thrives on customer contact and is keen to take on responsibility.

You recognise yourself (largely) in the following:

• Bachelor’s degree or equivalent through experience
• Relevant experience in investment, banking or wealth management is a major advantage
• PCP certificate or willing to obtain it
• You work independently and take initiative
• You do not see yourself as solely an investment specialist in the long term, but also wish to develop expertise in the areas of lending or insurance
• You have a commercial mindset without an aggressive sales style
• You build trust with customers easily
• You think proactively and spot opportunities
• You’re driven, ambitious and have a positive attitude
• You communicate fluently in Dutch
• You work in a structured manner and monitor cases closely

Don't see some of the above in your area of expertise and hesitate to respond? Don't let this put you off and contact us to coordinate further at finance.aalst@ctrl-f.be or on +32 9 240 99 60.

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!

We are looking for an Investment Adviser to join an independent bank branch with strong local roots. You will be working in an environment where personalised advice, long-term relationships and entrepreneurship are key. Here, you will have the opportunity to work independently, take the initiative and help drive the branch’s continued growth.

Offer

You’ll find yourself in an environment where entrepreneurship and initiative are valued.

What to expect:

• A challenging role involving a lot of contact with customers
• The freedom to add your own touch to the role
• Working with an existing client portfolio and warm leads
• Competitive salary package with fringe benefits
• Training and support to help you further develop your expertise
• Autonomy and confidence in your day-to-day operations
• A stable working environment with prospects for the future