Investment and insurance adviser

Function

• Advising clients around basic investments (retirement savings, tax savings, small investments)
• Assist in the management and monitoring of client portfolios
• Follow-up on leads and customer contacts (by phone and in the office)
• Participating in commercial actions and customer approach
• Support senior colleagues on more complex cases
• Step-by-step progression to a full-fledged investment advisor

You will start with smaller files and grow towards more complex clients

Profile

• First experience within banking or insurance is a plus
• PCP certificate is a strong asset (preferably already obtained)
• Strong interest in investments and financial products
• You are eager to learn and develop yourself
• You are communicative and customer-oriented
• You dare to take initiative and are proactive
• You work in a structured and precise way
• Team player with open communication

Don't see some of the above in your area of expertise and hesitate to respond? Don't let this deter you and contact us to coordinate further at finance.west@ctrl-f.be or on +32 50 44 47 13.

Organisation

Our client is an independent bank branch with a close-knit team where cooperation and open communication are key. Within the branch, there is a strong focus on mentoring and knowledge sharing, giving junior profiles the opportunity to develop step by step.

The focus is on long-term client relationships, with investments being a key pillar. You will enter an environment where you can grow, take on responsibility and, in time, progress to a full advisory role.

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!

Offer

• Competitive salary package depending on experience
• Meal vouchers (€8)
• Group insurance and hospitalisation insurance
• Training and intensive mentoring on the job
• Advancement opportunities towards senior investment advisor
• 37.5-hour week without weekend work
• 20 leave days supplemented by bank holidays

Are you the Junior Investment and Insurance Advisor we are looking for? Then apply now!