Life Planning Advisor

Reference: 10036027 Brussels Waals-Brabant Open-ended Selection & Interim

Description

• You carefully assess your clients’ financial and asset situations, identify their needs, and develop a personalized action plan;
• You provide expert advice on a wide range of financial products and services, such as investments, life insurance, and credit;
• You incorporate tax law, corporate law, and estate planning considerations into your recommendations;
• You provide tailored, independent support, taking into account each client’s personal and professional circumstances;
• You act as an intermediary between your clients and other specialists (accountants, lawyers, bankers, investment advisors) to guide them throughout their financial journey;
• You manage and grow your assigned client portfolio on a daily basis by building trust and meeting with clients in person;
• You seize opportunities to achieve your sales goals while respecting client needs and applicable regulations;
• You take charge of proactively managing a portfolio of existing clients, keeping them informed and offering tailored solutions in collaboration with our financial partners;
• You grow assets under management, ensure portfolio optimization, and keep your clients regularly informed to strengthen their loyalty;
• You actively seek out new clients;
• You participate in sales initiatives, events, and networking activities;
• You engage with local networks to promote the company’s positive image in a business-oriented manner;
• You rigorously follow up on each case until it is finalized;
• You facilitate cross-selling and upselling to other departments and colleagues;
• You stay informed about developments in tax and financial legislation.

Your profile

• Holds the necessary certifications to provide financial advice in a compliant and professional manner;
• Has at least three years of significant experience in financial advisory, with a focus on the commercial aspect;
• Holds a bachelor’s or master’s degree in a field related to economics, law, or business;
• Demonstrates strong listening skills and empathy toward clients;
• Is capable of taking initiative and working independently, while remaining methodical and organized;
• Possesses strong negotiation skills to achieve solutions that benefit clients;
• Is primarily focused on client satisfaction and makes it a point of honor to guide them toward their financial goals;
• Is enthusiastic about contributing to the growth of a brokerage office in their region;
• Enjoys taking on challenges and collaborating effectively within a dynamic team;
• Eager to work in synergy with other complementary specialties in a collaborative environment.

Offer

• Monthly salary indication: € 1501 - € 4500
• A challenging role with a range of rewarding responsibilities;
• A diverse position within a dynamic and welcoming work environment;
• A full-time permanent contract or the option of self-employment;
• A base salary with the opportunity to earn sales bonuses;
• An attractive compensation package with additional benefits.

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