Investment Advisor

Function

As an investment advisor with our client, you play a crucial role in the financial well-being of clients. You will be responsible for thoroughly understanding and analysing each client's financial situation to determine their unique investor profile. This means that through a series of targeted questions, you determine how much money a client should ideally invest and which product categories best match their financial goals. You will help clients set clear goals and timelines for their investments, taking into account their risk tolerance. In this role, it is essential that clients understand what they are investing in. Therefore, you assess their knowledge and experience in investing so that you can provide tailored advice. Based on the information analysed, you will suggest products that fit the client's profile and strategy and ensure a clear explanation of the proposed investment options.

Profile

As a candidate for the position, you must have a number of key qualifications and skills to be successful. Experience in financial services or investment advice is essential. You must be able to understand complex financial information and communicate it to clients in a clear and understandable way. Strong analytical skills are also crucial, as you need to be able to analyse the financial situations of different clients and offer personalised investment advice.

Excellent communication and interpersonal skills are indispensable in this role. You will regularly interact with clients, not only providing financial advice but also building and maintaining relationships.

In addition, we expect you to have a proactive attitude and a desire to continuously develop yourself professionally. Our client provides the necessary support and educational opportunities for this.

Organisation

Our client is a well-known major bank with an excellent reputation in the region. They value good, tailored customer service and are strongly committed to digitalisation. Due to strong growth, they are looking for an additional employee to join their team.

Offer

You will start immediately with a permanent contract with our client. They offer you the opportunity to work in an office located close to your home, making it easy to combine your work with your private life. You can count on an attractive salary complemented by various fringe benefits, including the option of a company car if you wish. Depending on your preference, there is the possibility of working full-time or opting for a 4/5th shift. Our client values your professional development and therefore offers access to specialised training courses and workshops. Moreover, with them there is the possibility of advancing to a management position, although this is entirely optional and not an obligation. Their aim is to ensure a good work-life balance so that you can flourish in both your professional and personal life.