Financial Expert

Description

Management of a client portfolio:

• You will be responsible for your own client portfolio together with the office manager.

The portfolio will consist of retail customers.

• You will identify opportunities & propose banking products according to customer needs to strengthen customer relationship.

Prospecting:

• You will proactively look for new customers through leads obtained through your colleagues or through your own contacts within your customer portfolio.
• You will contact the prospects and convince them to schedule an appointment to assess their financial needs.

Forecasting & Planning:

• You will ensure monthly execution of commercial actions & evaluate your objectives with the office manager.

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Your profile

• You are result and solution oriented
• You enjoy customer contact and have a keen interest in financial products.
• Preferably you have a Bachelor or Master degree with a financial orientation or a first commercial experience.
• You are eager to learn & get the opportunity to obtain various certificates to strengthen your knowledge.
• You are curious to discover customer needs to give suitable advice.

Offer

• You get a very nice salary package supplemented with extra-legal benefits such as: meal vouchers and eco vouchers, a knowledge allowance, hospital and group insurance, reimbursement of travel expenses, 20 days of leave with an additional 7 days of legal leave, an end-of-year bonus, double vacation pay and last but not least a lot of benefits from more than 100 of our partners.
• There is room to grow both in tasks and in function.

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