Investment Specialist

Our client is seeking an enthusiastic Investment Specialist who will be responsible for substantiating and documenting investment advice, developing customized investment recommendations, and providing insights to management and account managers. The position requires a broad knowledge of investment products and relevant legislation, as well as a Master's degree and several years of experience within the field of Investments. It offers extensive opportunities for personal growth and development, with flexibility in working hours and work from home options, in addition to a competitive salary and fringe benefits.

Description

In the role of Investment Specialist, you will be a key member of a team of 6 enthusiastic colleagues. Together with the commercial colleagues (account managers in the branch network), you will ensure that our client assumes its role as a total banker, with specialized, personal and proactive services. In your role as Investment Specialist, you will be responsible for:
  • Substantiation and documentation: You substantiate and document investment advice for entrepreneurs and liberal professionals to regulators. Your expertise is essential to keeping policies transparent and in line with regulations
  • Customized investment advice: You develop structural investment advice that ends up with the right group of clients at the right time, within the regulatory and tax framework. As an Investment Specialist, you not only have an interest in the investment world and financial markets, but also translate a broad regulatory framework into the practice of account managers in the branch network
  • Provide insights: You offer insightful investment advice and concepts to management and account managers. The focus is on a diversified investment portfolio that reflects each client's personal balance of liquidity, protection and return
  • Broad Knowledge and Continuous Development: You have a broad knowledge of investment products and relevant legislation. You keep your knowledge up-to-date given the rapidly changing legislation. As an Investment Specialist, you identify and research opportunities and evolutions, both in the field of investment products and legislation, and make proposals for adjustments.

Your profile

  • You have a Master's degree with several years of relevant experience within the field of Investments
  • You have a keen interest in the financial world and quickly acquire knowledge of regulations and taxation
  • Good knowledge and use of current IT applications and affinity with data analysis
  • Perfect command of Dutch (oral and written), a good knowledge of English, et une connaissance passive du français.

Offer

  • Monthly salary indication: unknown
  • A fixed salary where you have the opportunity to use your 13th month through a Flexplan for bikelease, pension savings, internet, IT equipment,...
  • A monthly net expense allowance
  • A company car with fuel card or legal mobility budget
  • The latest iPhone with subscription
  • Extra-legal benefits such as meal vouchers, bicycle allowance, extra vacations and bank holidays
  • Possibility to work up to 50% from home and ample sliding hours
  • Hospitalization, disability and group insurance from your first day at work
  • When you grow, you reap the benefits thanks to our profit-sharing plan
  • A tax-friendly collective bonus when the NPS (Net Promoter Score) targets are met
  • They invest in your competencies with motivating support, targeted coaching and internal/external training opportunities.

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