Investment Advisor

Function

• You will be the point of contact for wealth management advice at the Heverlee office.
• You will take over the existing investment and asset portfolio and continue to develop it.
• You will plan and conduct client meetings, during which you will advise clients on investments and wealth planning.
• Your approach helps to reactivate dormant portfolios and enhance the service you provide.
• You will work closely with the new recruit and support their development.
• You will help ensure the successful integration of the acquired client portfolio and strive to achieve the highest possible level of client satisfaction.

Profile

• You have extensive experience in investments and/or asset management.
• Experience working at a bank or as a fund or investment adviser will give you a real advantage.
• You have a commercial mindset, are a strong networker and are customer-focused.
• You find it energising to have conversations and to guide clients through their financial decisions.

Organisation

Our client operates as part of an organically grown group of three offices in the Flemish region, with a strong focus on finance and consultancy. The office in Heverlee benefits from the support of colleagues from Korbeek-Lo and the head office, amongst others, within a warm, stable working environment.

Offer

• You’ll be joining a locally based office with a dedicated team.
• Support from colleagues at other branches gives you extra strength.
• Competitive remuneration tailored to your experience, supplemented by non-statutory benefits and the option of a company car.
• A full-time role with a 4.5-day working week, which ensures a good work-life balance.
• 20 statutory days’ leave, additional time off in lieu and the opportunity to earn up to 10 extra days’ time off in lieu within a 40-hour working week.

Would you like to help build a stable and growing firm where your expertise can really shine? Send your CV and covering letter to finance.br@ctrl-f.be or call +322 333 45 10 and find out how you can make a difference as a wealth adviser!