Investment Advisor

Function

As an Investment Adviser, you will help private clients to build, protect and optimise their wealth.

You’ll start with a comprehensive induction period during which you’ll undertake training courses through Crelan and work closely with experienced colleagues. Step by step, you’ll progress to an independent advisory role.

Your responsibilities:

• Building and maintaining long-term customer relationships
• Advice on saving, investing and building wealth
• Developing investment proposals tailored to the client’s needs
• Managing and monitoring investment portfolios
• Conducting advisory meetings with clients with both smaller and larger portfolios
• Monitoring economic and financial developments
• Identifying opportunities within existing customer relationships
• Working with colleagues specialising in loans and insurance

Depending on your interests and development, you will have the opportunity to explore the following in greater depth:

• Wealth planning
• Succession planning
• Tax optimisation
• More complex investment portfolios

Profile

For this role, we are primarily looking for someone with the right drive and a genuine interest in the financial markets.

• An interest in investing, financial markets and wealth creation
• A commercial mindset combined with a consultative approach
• Strong communication skills
• Customer-focused and with strong interpersonal skills
• Hands-on mentality
• Eager to learn and ambitious
• Able to work independently but also a true team player

Experience in investments is, of course, an advantage, but not an absolute requirement.

Candidates with some initial experience in the financial sector or ambitious new entrants with a keen interest in investing are also eligible.

A degree in economics, finance or a related subject is an advantage, but not an essential requirement.

Organisation

Our client is an independent banking and insurance firm with branches in Gullegem and Heule.

Under the leadership of four active partners, the firm has experienced strong growth in recent years. Today, they have been among the best-performing Crelan offices in Belgium for many years.

They attribute their success to a combination of expertise, entrepreneurship and a personalised approach. Clients are not passed on to other teams as their assets grow. On the contrary: the firm grows alongside its clients.

The client portfolio consists mainly of assets ranging from €250,000 to €1,000,000, supplemented by both smaller and larger portfolios.

Within the team, collaboration, ambition and commitment are key. Personality and how well someone fits into the team often carry more weight than purely technical experience.

Offer

You’ll be joining a modern, forward-thinking office that continues to invest heavily in growth.

In addition, you can count on:

• An attractive salary package tailored to your experience
• Extralegal benefits
• Comprehensive internal and external training programmes
• Guidance from experienced colleagues
• The opportunity to progress into wealth and succession planning
• A well-established client portfolio with great potential
• An ambitious yet supportive working environment
• Job security within a financially sound and growing firm
• A completely revamped office environment in the near future

Are you fascinated by the financial markets and would you like to help clients with important financial decisions? If so, we’d love to meet you.