Investment advisor

Function

As an Investment Adviser, you will guide private clients with their investments and help build long-term client relationships. To begin with, there is already an extensive client base waiting for you. So you won’t have to start from scratch.

Your duties will include:

• Guiding clients in their investment decisions and wealth accumulation.
• Preparing for and conducting client meetings.
• Proactively approaching existing customers who are not currently investing, or are investing too little.
• Invite clients to the office and assess their financial situation and needs.
• Monitoring and managing existing investment portfolios.
• Administrative processing and follow-up of the agreements made and transactions carried out.
• Proactively contributing ideas on opportunities within the existing client portfolio.
• In the long term, independently build and maintain sustainable customer relationships.
• Working from both the office in Tielt and Wingene, depending on requirements and clients.

The majority of your work will involve banking investments. Experience with life insurance or Branch 23 is an advantage, but not a requirement.

Profile

For this role, our client is looking for someone with some initial relevant experience in investments. You don’t need to be a seasoned private banker, but a basic level of experience and, above all, a keen interest in investing are important.

You recognise yourself in the following points:

• You have some initial relevant work experience in investments or wealth management.
• You have a keen interest in financial markets and investments.
• You’re analytical and enjoy working alongside the client.
• You work independently, but consider being part of a team to be just as important.
• You take the initiative and don’t just sit back and wait for customers to come to you of their own accord.
• You communicate fluently and build trust easily.
• You have a principled and customer-focused approach.
• You take a long-term view and put the customer’s interests first.
• A PCP certificate is required.
• You speak excellent Dutch. Knowledge of French or English would be a great bonus.

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 via finance.west@ctrl-f.be or by calling +32 50 44 47 13.

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, 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!

Our client is an independent banking and insurance firm with branches in Tielt and Wingene. With a team of around 16 staff, they offer both banking and insurance solutions to private individuals and SMEs. The branches are deeply rooted in the local community and are committed to building long-term customer relationships.

Commitment, respect, sincerity and sustainability are central to our firm. These values are also reflected in the way colleagues work together: clients are treated as individuals, and staff are given trust and responsibility.

You’ll be joining a team where a range of areas of expertise come together. There’s a monthly meeting with the whole team, and in addition, meetings are held by area of expertise as and when necessary. The atmosphere is professional, yet at the same time friendly and approachable.

Offer

You’ll have the opportunity to join a stable organisation with an extensive client base and plenty of scope to further develop your expertise.

You can count on:

• An attractive remuneration package, tailored to your experience.
• Meal vouchers worth €10.
• Hospitalisation insurance.
• A thirteenth month’s salary.
• A company car may be available, depending on the overall package.
• A 37.5-hour working week.
• 20 days’ leave, plus public holidays.
• Half a day off after working on a Saturday morning.
• A fixed timetable with scope for practical arrangements within the team.
• An annual team-building event.
• An environment where staff are not constantly under pressure, but are given responsibility.
• A role in which you can continue to expand your client portfolio over the long term.

Are you the Investment Adviser we’re looking for? Then apply now!