Investment relationship manager

Function

Do you get energy from helping customers get ahead, do you see opportunities even before they are expressed and do you like to think along commercially? For our client, we are looking for reinforcement: someone who is proactive, builds trust and wants to grow in an environment where advice and relationships are key.

Whether you are at the beginning of your career or already bring experience: together, we will look at which path best suits you.

What will you do?

You will become a key point of contact for clients and build lasting relationships. You will listen, ask the right questions and translate needs into solutions - with a clear focus on investment advice (over time or immediately, depending on your profile).

Specifically:

• Welcoming and assisting customers with a commercial, service-oriented approach
• Proactively spotting and following up on opportunities
• Participating in the further expansion of the Maaseik office
• Immerse yourself in banking and insurance products, with a focus on investments
• Collaborate with colleagues to provide customers with a strong overall service

Profile

Above all, we are looking for a certain type of mindset: someone who does not wait, but thinks ahead.

You:

• you hold a bachelor's and/or master's degree
• are commercially driven, without being “pushy
• works proactively: you see opportunities and take action
• enjoys working with people and building trust
• takes responsibility and keeps appointments
• draws energy from goals, growth and customer contact

Experience is welcome, but motivation, attitude and drive are equally important.

Organisation

Our client is a local firm where personal service and professional advice go hand in hand. They combine a warm, people-oriented approach with modern digital tools to help clients really get ahead.

Offer

What should you expect?

• A permanent contract at start-up
• An attractive salary, complemented by fringe benefits (depending on your experience and background), such as:
  • meal vouchers
  • group insurance
  • hospitalisation insurance
  • cafeteria plan
  • ecocheques
  • company car (depending on your experience)
• Flexible working hours
• Opportunity to work 4/5ths
• A warm working environment in a local office where you are not a number
• A position with a lot of customer contact and room to take initiative
• Strong support and training (especially in the junior track)
• Growth opportunities and further specialisation in investments
• You will work within a modern bank that is strongly committed to digitalisation and efficient tools, leaving you more time for what counts: the conversation with the customer. Technology as leverage, while maintaining the personal aspect.

Fancy getting acquainted?

Send us your CV or a short motivation. We would be happy to invite you for a discreet interview to discuss the possibilities.