Financial Advisor
Are you looking for a dynamic role where you can build customer relationships and provide financial advice? As an Investment Advisor, you are the key to success for our customers! You will have the opportunity to optimize their investments and support them in their financial projects. With an attractive salary and flexible working hours in a stimulating environment, we offer you the space to grow. Are you energetic, commercially minded, and ready to put your knowledge of the financial sector to good use? Apply now and make a difference in the financial world!
Description
- You develop long-term partnerships with clients, with the aim of increasing customer satisfaction, growing the investment portfolio, and contributing to sales results.
- You manage a client portfolio and support them in their financial projects.
- You understand the specific needs of the client and anticipate them.
- You offer valuable, tailor-made solutions that take into account the customer's financial situation.
- You also proactively schedule meetings with customers to identify their financial needs.
- You will initially manage a smaller portfolio, but will expand it further through up- and side-scaling.
Your profile
The ideal candidate:- Has a bachelor's or master's degree, preferably in economics, and has already gained commercial experience in the field of investments.
- Has a strong interest in financial products and services.
- Is energetic and has a commercial mindset.
- Enjoys working in a team and focuses on achieving common goals.
- Has the necessary certificates in accordance with the regulations of Willems, Cauwenberghs, and Kredieten.
- Is able to build long-term relationships with clients, with the aim of increasing their satisfaction and optimizing their investments.
- Manages a customer portfolio and supports it in various financial projects.
- Understands the specific needs of customers and can respond to them proactively.
- Offers valuable, tailor-made solutions, taking into account the customer's financial situation.
- Lives in and has a network in the Nete Valley.
Offer
- Monthly salary indication: € 3001 - € 4500
- A challenging position close to where you live.
- A competitive salary structure with various fringe benefits.
- A full-time job with flexible working hours.
- Professional training and development to further expand your skills.
- A role in which you can exercise a great deal of autonomy and responsibility.
- Intensive guidance and coaching to support your growth.
- The advantages of working in an SME combined with the support of a larger structure.
- A lively working atmosphere in which you, together with your colleagues, can make a significant impact!