Commercial Investment Advisor

Function

Help build lasting customer relationships in an office where trust is key

Are you someone who enjoys working with people, has a commercial mindset and gets a real buzz from building strong customer relationships?

Do you have several years’ experience in a commercial environment and are you ready to take the next step? Or do you already have experience in the financial sector and would you like to learn more about investments?

Then this might just be the challenge you’re looking for.

We are looking for an Investment Sales Adviser to join a well-established firm and help drive its continued growth.

You’ll be joining a close-knit team where colleagues support one another, share knowledge and work together to deliver an excellent customer experience. There is a wealth of experience within the office, giving you the opportunity to develop your expertise in investment step by step.

What does your job look like?

You will become a key point of contact for customers with enquiries about saving and investing.

You build long-term relationships, work alongside clients and help them make financial decisions that are tailored to their personal circumstances and future plans.

Specifically, you are responsible for:

• Advising clients on savings and investment solutions.
• Managing and further expanding an existing client portfolio.
• Conducting high-quality consultation sessions.
• Proactively contacting customers via scheduled calls.
• Following up on commercial opportunities and leads.
• Identifying additional needs and opportunities.
• Working together with colleagues to provide clients with the best possible support.
• The systematic development of your knowledge of investments.

So you don’t need to go out and find new clients yourself through cold calling. You’ll mainly be working with existing clients, warm leads and business opportunities within the firm.

Profile

Who are you?

For this role, we are primarily looking for personality, maturity and commercial skills.

You don’t necessarily need years of experience in investment. What’s far more important is that you inspire confidence in your clients and can build relationships in a professional manner.

You recognise yourself in the points below:

• You have several years’ commercial experience.
• You are spontaneous and communicate easily with all sorts of people.
• You are not afraid to take the initiative and contact customers proactively.
• You exude confidence and maturity.
• You are commercially minded without being pushy.
• You enjoy working in a goal-oriented way and taking on responsibility.
• You’re more of a doer than someone who makes a lot of promises without taking any action.

Experience in the banking or insurance sector is a real asset, but not an absolute requirement.

Organisation

Our client is a well-established firm with a personal and people-centred approach. You will be joining an experienced team where there is an open atmosphere, colleagues support one another, and there is no micromanagement. The focus is on trust, high-quality advice and long-term client relationships.

Offer

What can you expect?

You’ll be joining a stable and people-focused office where quality, trust and long-term relationships are key.

In addition, you can count on:

• An attractive salary commensurate with your experience.
  • Company car negotiable.
  • Fuel card.
  • Meal vouchers of €10 per day worked.
  • Group insurance.
  • Hospitalisation insurance through DKV.
  • Cafeteria plan.
  • 6 ADV days.
• An extra day off on your birthday.
• Ability to work 4/5ths.
• In-house guidance and support from experienced colleagues.
• Room for further growth within the investment narrative.
• An existing client portfolio offering excellent commercial opportunities.
• A pleasant working atmosphere with short lines of communication.
• A firm where open communication and a people-centred approach are key. Many matters are open to discussion and there is no micromanagement. Proactivity is valued, but the focus is on trust, quality and long-term client relationships.

Why choose this position?

Because you’ll be joining an office where clients are still genuinely known.

Where trust matters more than a quick sale.

Where you’ll have the opportunity to build long-term customer relationships.

And where your commercial talent is combined with the opportunity to develop yourself further within the world of investment.

Does this sound like an environment where you would feel at home?

In that case, we’d love to meet you. Even if you don’t tick every box, but recognise yourself in the description, we’d still be happy to invite you for an interview.