Junior Investment Advisor

Function

Your role as ‘Junior Investment Adviser’:

As a junior investment advisor, you will support clients in building and managing their investment portfolio. You will receive warm leads and build lasting relationships, without cold calling. Specifically:

• Personalised advice: You will listen to clients' financial goals and provide appropriate investment solutions to grow their wealth sustainably;
• Succession portfolios: You will manage existing portfolios and identify new investment opportunities with current clients;
• Diverse client base: You will be in contact with clients of varying abilities, so your learning and growth opportunities will be diverse;
• Administrative follow-up: You ensure correct administrative handling of the investment plans discussed;

Profile

• Bachelor's degree in finance or economics.
• Several years of experience in the financial sector is a plus, but not a requirement.
• Basic knowledge of financial products and investment strategies.
• Customer-oriented attitude and strong communication skills.
• You work accurately, are inquisitive and analytical.

Organisation

At CTRL-F Finance, we bring finance professionals together every day with exciting job opportunities in a variety of industries. Our success is due to our wide network of offices, companies and, above all, talented professionals. We aim for a professional, personal approach that focuses strongly on the candidate.

Our focus is specifically on career opportunities within finance, which means we currently offer a wide range of opportunities. Do not hesitate to get in touch if you are interested. Together, we will be happy to explore the various possibilities to find the perfect position for you.

For a banking and independent insurance agency in the Bonheiden region, we are currently looking for an additional Insurance Advisor to join the extended team. You will join a close-knit group of more than 30 employees spread over different locations where fun things are organised regularly to do together with the whole team. Professionalism is highly valued within this office.

Offer

At our client, you will find a stable working environment where job satisfaction is key. They welcome you with open arms and offer you numerous opportunities and possibilities for your career.

• Attractive salary package with group and hospitalisation insurance, meal vouchers and cafeteria plan.
• Possibility of company car.
• Comprehensive training offer from day 1.
• Tight, modern office with open-door atmosphere and parking.
• Room to work independently and take initiative.

Want to apply? You can do so via the button!