Senior Financial Advisor

Become our Senior Investment Advisor and make a difference! In this role, you will create long-term partnerships with clients, provide customized financial solutions and manage a diverse investment portfolio. With your expertise in investment advice and a passion for client satisfaction, you will contribute to growth and success. You will have the opportunity to further develop your skills in a dynamic work environment, with flexibility and autonomy. Are you energetic, commercially minded and ready to build valuable relationships? Apply now and become the driving force behind financial projects!

Description

  • You will develop long-term partnerships with clients, with the goal of increasing client satisfaction, growing the investment portfolio and contributing to sales results.
  • You manage a client portfolio and support them in their financial projects.
  • You understand and anticipate the client's specific needs.
  • You offer valuable, customized solutions that take into account the client's financial situation.
  • You also proactively schedule meetings with clients yourself to identify their financial needs.
  • You independently manage a broad investment portfolio and seek to expand it even further.

Your profile

The ideal candidate:
  • Has extensive experience in providing investment advice.
  • Possesses a bachelor's or master's degree, preferably in an economics field, or has relevant experience within the industry.
  • Has a strong interest in financial products and services.
  • Is energetic and has a commercial attitude.
  • Enjoys working as part of a team and focuses on achieving common goals.
  • Has the necessary certifications in accordance with Willems, Cauwenberghs and credits regulations.
  • Has knowledge of the second national language, which facilitates communication with customers.
  • Is able to build long-term relationships with customers, aiming to increase their satisfaction and optimize their investments.
  • Manages a client portfolio and supports them in various financial projects.
  • Has an understanding of customers' specific needs and is able to proactively address them.
  • Provides valuable, customized solutions, taking into account the customer's financial situation.

Offer

Our client offers you:
  • Monthly salary indication: € 2501 - € 4500
  • A challenging position close to where you live.
  • A competitive salary structure with various fringe benefits.
  • A full-time position with flexible working hours.
  • Professional training and development to further expand your skills.
  • A role in which you can exercise a lot of autonomy and responsibilities.
  • Intensive mentoring and coaching to support your growth.
  • The benefits of working in an SME combined with the support of a larger structure.
  • A vibrant work atmosphere where you, along with your colleagues, can make a significant impact!

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Hi, I'm Dylan Geybels, Senior Career Advisor,
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