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 relationships with current clients and future generations. Join an ambitious team that prioritizes professional growth and customer-centricity. Are you ready to seize this opportunity? Apply now!

Description

  • You manage client assets of up to 5 million euros and ensure steady growth.
  • You communicate your vision clearly and persuasively to clients, ensuring they feel fully understood.
  • You provide a comprehensive overview of the investments and opportunities available.
  • You will be responsible for invested assets in portfolios ranging from 150 to 200 million euros.
  • You are responsible for setting your own schedule and actively work to expand 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 asset management strategy.
  • 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 passionate engagement.
  • Speaks Dutch fluently and can express yourself professionally.
  • Is a team player who isn’t afraid to take on less prestigious tasks, such as answering phone calls.
  • Demonstrates flexibility in your approach and is proactive in tackling tasks.
  • Is motivated to work in an ambitious firm that focuses on client relationships and personalized attention for 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, with no individual bonuses 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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