Investment relationship manager

Function

Are you passionate about investing and financial advice? Do you get energy from guiding clients in building their wealth?

Then this is your chance to play a key role within a stable and personal bank branch where trust, quality and long-term relationships are key.

As an investment advisor, you will be the point of contact for private clients who want to grow their assets smartly and sustainably. You translate their financial goals into a concrete investment plan, with an eye for both returns and peace of mind.

What you do

• You will offer personal and tailored investment advice to clients, tailored to their situation and future plans.
• You will manage and optimise investment portfolios, monitor the markets and translate opportunities into clear advice.
• You will build strong, long-term relationships with customers and proactively assist them with regular follow-ups.
• You will ensure that all investment advice meets legal and internal compliance requirements.
• You continuously stay up-to-date with the latest trends and products in the financial markets.

Profile

Who you are

• You have initial experience in investments or financial advice.
• You are customer-oriented, communicatively strong and know how to build trust.
• You are proactive, structured and enjoy taking initiative.
• You speak and write fluent Dutch.

Organisation

You will join a warm, family-run banking and insurance firm where personal contact and long-term relationships are key.

With a traffic jam-free location and a close-knit team of six colleagues, they offer a calm, pleasant working environment where everyone counts.

Work-life balance is not an empty promise but an essential part of their culture.

Offer

• Permanent contract on start-up.
• An attractive salary package with fringe benefits.
• Flexibility in work schedule (by mutual agreement).
• Training and continuing education to further deepen your investment knowledge.
• Stable, committed team that values cooperation.
• Good work-life balance, in an office with a personal touch.

Ready to make your expertise pay off?

Do you want to guide clients in their financial growth within a firm where personal advice, trust and growth are key?

Apply today and take the next step in your career as an Investment Adviser.