Conseiller Financier
Waals-Brabant
Open-ended
Selection & Interim
Become a Financial Advisor and give your career a boost! In this role, you’ll build strong relationships with clients and prospects while helping them achieve their financial goals. You’ll analyze client needs and offer tailored solutions using your in-depth knowledge of financial products. At our company, the quality of our advice is our top priority, and you’ll have the freedom to provide long-term guidance to clients. Join a people-oriented organization that fosters job satisfaction and personal growth. Do you have the experience and passion for financial advising? Apply now and grow with us in a dynamic work environment!
Description
- You will build strong business relationships with the firm’s prospects and clients, and contribute to the growth of the portfolio;
- You will analyze clients’ needs, determine their investor profiles, and make recommendations tailored to their knowledge, experience, and objectives;
- You are responsible for the initial setup, administrative follow-up, and management of client files;
- You execute arbitrage transactions and reallocations and sell securities when necessary;
- You keep client data, investor profiles, and portfolio contents up to date;
- You prepare periodic portfolio reports;
- You provide advice on wealth management and estate planning in collaboration with the relevant experts;
- You ensure compliance with all regulatory requirements;
- You manage the disbursement and follow-up of released pension funds;
- You stay informed about developments in the financial markets, new products, and existing solutions within banking investments and life insurance.
Your profile
- Has several years of experience providing advice on investments and life insurance;
- Possesses in-depth knowledge of financial products, investment funds, and life insurance policies in categories 21, 23, and 26;
- Holds the required PCP licenses for banking, investing, and insurance;
- Is able to carefully analyze clients’ financial needs and offer customized solutions;
- Can independently manage and expand a client portfolio;
- Actively monitors developments in financial markets, macroeconomic trends, tax issues, and regulations;
- Is known for his or her professionalism, accuracy, advisory skills, and ability to build trust with clients;
- Is fluent in French.
Offer
- Monthly salary indication: € 4001 - € 4500
- A focus on the quality of advice, with product sales taking a back seat;
- The opportunity to provide long-term guidance to clients on their wealth management projects, with a great deal of autonomy and the support of an expert team;
- A people-oriented organization that is close to its clients, with an emphasis on security, autonomy, and independence;
- A positive corporate culture that fosters job satisfaction, knowledge sharing, and personal growth within a professional and inspiring work environment;
- Training opportunities, both internally and through various partners, including numerous chances to further develop your expertise at insurance companies and financial institutions.
