Financial Expert

For our client active in the banking sector we are looking for a Financial Expert. Interested?
Then read the description below.

Description

Management of a client portfolio:
  • You will be responsible for your own client portfolio together with the office manager. This portfolio consists of private customers.
  • You identify opportunities and propose banking products according to the customer's needs and with a view to strengthening the customer relationship.
Prospecting:
  • You proactively look for new customers, either through leads obtained through your colleagues at the counters or through your contacts within your customer portfolio and you determine the most appropriate way to approach them.
  • You contact these people and persuade them to make an appointment to map out their financial needs.
Forecasting and Planning:
  • You ensure the implementation of concrete commercial actions on a monthly basis & evaluate your objectives with the office manager.

Your profile

  • You enjoy interpersonal contacts and have a keen interest in financial products.
  • You preferably have a Bachelor's or Master's degree with a financial orientation or initial sales experience.
  • You are eager to learn and will have the opportunity to obtain various certifications necessary to succeed in your position.
  • Within six months, you will hold a certificate in banking and insurance brokerage.
  • You are result and solution oriented
  • You are motivated to discover the client's needs in order to provide them with appropriate advice.

Offer

  • You will receive a nice salary package, including meal vouchers, eco vouchers, a knowledge allowance, hospitalization insurance, group insurance, reimbursement of travel expenses, 20 days of leave and 7 additional days of legal leave, an end-of-year bonus, double vacation pay and many benefits with more than 100 partners.
  • Advancement opportunities are available.

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