Investment Advisor

Will you be our new Investment Advisor? In this challenging role, you’ll manage assets that can amount to a substantial sum and drive growth. You’ll clearly communicate your vision to clients and outline their investment opportunities. You’ll have the freedom to set your own schedule and prospect for new clients, while maintaining a strong focus on building relationships with current clients and future generations. Join an ambitious team that places a high priority on professional growth and customer focus. Are you ready to seize this opportunity? Apply now!

Description

  • You manage clients’ assets of up to 5 million euros and ensure solid growth.
  • You communicate your vision clearly and persuasively to clients, ensuring they feel well understood.
  • You provide a comprehensive overview of the investments and opportunities available.
  • You manage invested assets in portfolios ranging from 150 to 200 million euros.
  • You are responsible for setting your own schedule and actively work to develop opportunities within existing portfolios.
  • You also have the freedom to approach new clients and conduct prospecting.
  • You not only engage with current clients but also focus on future generations of clients.

Your profile

The ideal candidate:
  • Holds a bachelor’s or master’s degree and, preferably, has valid PCP certifications.
  • Has experience in a similar role.
  • Is familiar with asset management.
  • Can engage with clients and formulate a clear strategy for asset management.
  • Is capable of prospecting and attracting new clients, with the ability to effectively manage their own schedule and capitalize on opportunities within existing portfolios.
  • Has an interest in investing and actively follows the stock market; this can be demonstrated through personal experience or a passionate commitment to the field.
  • Speaks Dutch fluently and can express themselves professionally.
  • Is a team player who isn’t afraid to take on less prestigious tasks, such as answering phone calls.
  • Demonstrates flexibility in their approach to work and is proactive in tackling tasks.
  • Is motivated to work in an ambitious firm that focuses on client relationships and providing personalized attention to clients.
  • Don’t meet all these criteria? No problem! With the right mindset, you’ll go far!

Offer

Our client offers you:
  • Monthly salary indication: € 2501 - € 5000
  • A permanent contract for a full-time position.
  • A gross salary based on your experience.
  • The possibility of a company car with a fuel card in the future.
  • Attractive group insurance.
  • A company cell phone.
  • A team bonus; individual bonuses are not paid out, as the team comes first. This does not mean that there are no personal rewards.
  • Participation in a cafeteria plan for extra flexibility in employee benefits.
  • A stimulating work environment with room for proactivity and team spirit.

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Hi, I'm Dylan Geybels, Business Consultant,
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