Expert Invest Brussel - Brussels
1 maand geleden
Jobbeschrijving
Bent u gepassioneerd door investeren en gedreven om een wezenlijk verschil te maken in het financiële leven van klanten? In de rol van Expert Invest fungeert u als de vertrouwenspersoon voor spaarders en investeerders binnen uw regio.Kernverantwoordelijkheden:
Actief portefeuillebeheer: U staat in voor het uitbouwen en onderhouden van een dynamische portefeuille van spaarders en investeerders ('solo savers'), buiten het Premium segment.
Proactieve klantenbenadering: U wacht niet af, maar neemt zelf het initiatief om klanten te contacteren (minimaal vier afspraken per dag) en zet in op de transformatie van spaarders naar actieve investeerders (Start to Invest).
- Advies op maat: U voert grondige analyses uit van het vermogensprofiel van klanten
- Relatiebeheer op lange termijn: U bouwt duurzame klantrelaties op via persoonlijk advies,
Functieomschrijving
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