ÂAdvisor Wealth

Function

As an Investment Adviser, you will be the point of contact for clients. Thanks to your knowledge, you will offer opportunities in the field of investments.

• A bachelor's or master's degree in a financial field is a must!
• At least 3 years' experience in the banking sector;
• Being commercial and results-driven sounds familiar to you;
• Very good knowledge of Dutch and have strong communication skills due to contact with customers;
• Being close-minded and also working structurally;
• Advising clients on investments and wealth accumulation;
• Analyse the financial situation and develop a strategy;
• Follow up and update customer files;
• Prepare, review and deliver financial documents;
• Proactive thinking on optimisations in the tax and legal field;
• Detecting new opportunities and deepening customer relationships;
• Identify opportunities and refer them to appropriate colleagues;

Profile

• You obtained a bachelor's degree in a financial or economic field.
• You hold the required certificates or willing to obtain it in the near future.
• Ideally, you can rely on a first experience as an Investment Adviser. However, if you have a flair for sales and a clear connection to investments, please do get in touch!
• In-depth knowledge of financial products and investment strategies.
• Excellent communication skills and customer orientation.
• You can express yourself professionally in Dutch.
• Results-oriented, entrepreneurial and analytically strong.
• Team player with a proactive attitude and a passion for finance.

Organisation

Offer

• A permanent contract permanent:
• Work throughout the week Monday to Friday – No weekend work;
• Wages depending on experience;
• Meal vouchers;
• A brand-new office located in Kapellen;
• Training and advancement within the firm - Check!

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