Investment Advisor

Function

As Investment Advisor At this branch in the Zandhoven area, your focus will be on managing client relationships and optimising their investment portfolios. You will be responsible for providing expert, bespoke advice tailored to the client’s financial goals and wishes.

Drawing on your experience, you’ll help clients invest and grow their assets effectively. You’ll work with their existing portfolios, whilst also seeking out new opportunities with existing clients. When it comes to identifying these opportunities, you’ll never have to start from scratch; you’ll always be able to build on a lead. Your future portfolio will comprise a wide range of investment amounts.

This also means there’s plenty of variety in the conversations. As well as conducting sales calls, you’ll of course also be responsible for ensuring that the matters discussed are dealt with correctly from an administrative point of view.

Profile

We are looking for an experienced Investment Advisor with the following competencies:

• You obtained a bachelor's degree in a financial or economic field, or experience in the sector;
• You are in the possession of the required certificates or willing to obtain it in the near future;
• Ideally, you can fall back on initial experience as an Investment Adviser. However, do you have a commercial flair and a clear link to investments? Then definitely let us hear from you too!
• In-depth knowledge of financial products and investment strategies;
• Excellent communication skills and customer focus;
• You can expressing oneself professionally in Dutch;
• Results-oriented, enterprising and analytically strong;
• A team player with a proactive attitude and a passion for finance;

Organisation

Offer

As soon as you start working as Investment Advisor, you can expect the following set of values:

• A permanent contract permanent contract upon commencement;
• A comprehensive training programme from day one, both at the office and via head office;
• A competitive salary package based on your experience;
• A package of non-statutory benefits, including meal vouchers and group insurance;
• You work 37.5 hours per week on a full-time timetable;
• The space to to continue to grow in your job and to develop your skills across a range of areas;
• Career opportunities and personal development;

Apply now using the button below and we’ll get in touch with you!