Investment Advisor

Function

As an Investment Adviser, you are the point of contact for clients with questions about their financial future. You combine commercial acumen with a personal approach and help clients move forward with advice tailored to their circumstances.

• You will contact customers by telephone and arrange advisory meetings.
• You will conduct investment consultations covering, amongst other things, PSP, LTS, NF and KS.
• You carefully identify customers’ needs.
• You will develop a bespoke solution and provide professional aftercare for your clients.
• You record and manage customer information using in-house software.
• You will attend the relevant training days in Antwerp.

Profile

For this role, we are looking for a confident and customer-focused professional with a strong commercial mindset.

• You have completed a relevant bachelor’s degree.
• Ideally, you will hold PCP certificates and/or have relevant work experience.
• You communicate professionally and present yourself in a neat and tidy manner.
• You listen actively and translate clients’ needs into appropriate financial advice.
• You speak Dutch fluently and can get by in English.
• You are results-oriented, but you never lose sight of the personal touch.

Organisation

Our client is a financial consultancy in Rotselaar that advises clients on investments, insurance and housing. You will be part of a close-knit team of six colleagues and a branch manager. The atmosphere is both professional and personal, leaving plenty of scope for collaboration, knowledge-sharing and a pleasant working relationship with colleagues.

Offer

You will be taking up a full-time role of 37 hours per week, offering the opportunity to achieve a good work-life balance and attractive terms of employment.

• A gross salary depending on your experience.
• Meal vouchers
• Group and hospitalisation insurance, and a net benefit.
• A nice bonus based on the firm’s performance.
• 20 statutory days’ leave, 10 additional days of leave to be taken at your discretion, and public holidays.

Do you see yourself as an Investment Adviser in a professional environment where client contact and advice are key? If so, please send us your CV. Do you have any questions? Send us an email at: finanace.br@ctrl-f.be or contact us by telephone on: 02 333 45 10. See you soon!