Investment Advisor - Kalmthout, België - Axis

Axis
Axis
Geverifieerd bedrijf
Kalmthout, België

3 weken geleden

Sophie Dubois

Geplaatst door:

Sophie Dubois

beBee Recruiter
Beschrijving
Our client in Kalmthout is a reliable banking and insurance firm with a strong reputation and loyal clientele. They are looking for an Investment Advisor to advise, guide clients and expand existing investment portfolios. Requirements include a financial background, experience as an Investment Advisor, willingness to learn and a passion for finance.

The offer includes a challenging commercial role, room for personal development, competitive salary and a dynamic team with a focus on client satisfaction.


Description

  • You are the single point of contact for all investment clients and continuously build a relationship of trust with them
  • You identify and respond to their investment needs
  • You are not a pure salesperson, but you act as an advisor. This means that you put the clients' needs first and guide them at all key moments in their lives
  • You expand the existing investment portfolio.

Profile

  • You preferably have a Bachelor's degree in Finance and Insurance, a Master's degree in economics or equivalent through experience
  • You have a passion for investing and several years of experience
  • You are willing to learn more about regulations and compliance
  • You want to be a worthy representative of the values of our company
  • You are resultsoriented and your commercial flair is in your DNA
  • You are clientfocused and always put clients' interests first.

Offer

  • You can count on an exciting commercial position at a leading firm in your area
  • You get room for personal initiative and development
  • You will receive a competitive salary
  • You will join a closeknit team where consideration is given to each other and the emphasis is on cooperation and customer satisfaction.
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