Investment Advisor

Function

In this role, you combine management with advice. You will work closely with the self-employed and private individuals, thinking with them about appropriate solutions.

Your range of tasks:

• Advising clients on their investments, fully customised.
• Manage and further develop the investment portfolio.
• Deploy your knowledge around funds, equities, branch 21 and branch 23.
• Be alert for cross-selling and further opportunities that present themselves.

Profile

You already have the necessary experience and feel at home in the world of investments.

• Bachelor's degree in finance and insurance or equivalent through experience.
• At least a first experience in investments.
• Strong communication skills, both verbal and written.
• Thorough knowledge of different investment products.
• Accurate, structured and efficient in your approach.

If you don’t see everything you’re looking for in the profile above but still feel there’s a good fit, please get in touch via finance.oost@ctrl-f.be or on +32 9 235 22 32. We’d be happy to discuss this with you.

Organisation

At Ctrl-F Finance, we connect financial talents with organisations that really suit them. Together, we look for positions where you can make an impact and grow at the same time.

For a client in the Temse region, we are currently looking for an investment consultant who enjoys building relationships and managing portfolios. This is a locally anchored firm committed to long-term relationships. Their approach is personal and focused on quality, with attention to both private and independent clients.

Offer

You will join an environment where professionalism and humanity go hand in hand.

• A position from 4/5th to full-time.
• Competitive salary complemented by fringe benefits such as meal vouchers.
• Working in an open culture with short lines of communication.
• A dynamic team with a positive, collegial atmosphere.