Medior Investment Advisor

Function

For a bank branch with strong local roots, we are looking for a Medior Investment Advisor who will guide customers in a personal and clear way with their financial choices.

In this role, you will join an office where client relationships are key. An existing client portfolio is already in place and you will mainly work with clients who know and trust the firm. Cold calling is not part of this role. You will have the opportunity to follow up existing clients further, establish warm contacts and grow step by step in investment advice.

You are not alone. You work together with experienced colleagues and are given the space to expand your knowledge. At the same time, we expect you to like taking the initiative. You will sense when a customer needs advice, ask specific questions and help customers make clear choices about saving, investing and planning for the future.

Trust is very important here. Customers need to feel that you listen, that you understand their situation and that you give advice that suits them. You don't have to be a tough salesman, but you do think along commercially and see opportunities to help customers in a correct and sustainable way.

What you will do:

• You will advise clients around savings, investments and financial planning.
• You actively follow up existing customers.
• You will pick up warm leads from the existing customer portfolio.
• You will learn to properly detect customer needs and translate them into appropriate advice.
• You will work closely with colleagues within the office.
• You convey advice clearly and correctly.
• You will contribute to the further growth of the investment portfolio.

Profile

• You already have initial experience within banking, investments or financial advice.
• You have an interest in saving, investing and future planning.
• You easily build trust with customers.
• You work proactively and customer-focused.
• You think commercially without being pushy.
• You speak and write Dutch fluently.
• You want to grow further within investment advice.

Organisation

Our client is a bank branch with a strong commitment to personal customer relationships, open communication and long-term advice. You will find yourself in a pleasant working environment where colleagues support each other and where much is negotiable.

The office has plenty of light, ample parking and an existing client portfolio that you can continue to work with.

Offer

You will get a permanent contract at start-up and a salary package negotiable according to your experience.

In addition, your package includes:

• cafeteria plan with budget for car;
• internet fee;
• GSM subscription;
• hospitalisation insurance;
• meal vouchers of €10;
• ecocheques;
• group insurance;
• expense allowance;
• profit premium;
• 20 statutory leave days and 5 extralegal leave days.

On top of the package, you will mainly get a position in which you can grow, assist clients in a personal way and build on your expertise in investments.

Interested?

Would you like to know more about this position? Send us your details. We will be happy to tell you more about the firm, the client portfolio and the opportunities.