Investment advisor

Function

You will take the lead in developing and managing investment relationships:

• Advising private clients on investment solutions
• Analysing clients' financial situation and objectives
• Proactively contacting customers to arrange appointments
• Developing and maintaining long-term customer relationships
• Monitoring and optimising investment portfolios
• Identifying opportunities within the existing customer base
• Occasional support at the counter/reception desk

Profile

You combine a flair for business with an interest in the financial markets:

• Some experience in investment or the banking sector is an advantage but not essential
• Strong interest in the stock market and financial products
• Business-minded and not afraid to proactively contact customers
• You exude confidence and maturity
• A team player who wants to help shape the story
• Not a “hard-selling” salesperson, but someone who gives genuine advice
• Analytical and works closely with the client

If some of the points above are outside your area of expertise and you’re unsure whether to apply, don’t let that put you off – please get in touch with us to discuss this further at finance.west@ctrl-f.be or on +32 50 44 47 13.

Organisation

You’ll be joining an independent bank with several branches in the region.

• A team of around eight staff members spread across the offices
• A strong focus on long-term customer relationships
• Significant growth potential in the investment sector
• Weekly team meetings and knowledge sharing
• Collaboration with other firms to foster cross-fertilisation

The approach is dynamic and team-oriented:

• Group targets with a bonus scheme
• Weekly meeting (Tuesday afternoon)
• Additional consultation sessions within the investment team
• Flexible working hours to suit opening hours
• A strong emphasis on autonomy and trust
• Long-term collaboration is key

Offer

What do you get in return?

• Attractive salary package according to experience
• Group bonus scheme upon achieving targets
• Company car or alternative (e.g. electric bike)
• Hospitalisation insurance (DKV, including dental care)
• Meal vouchers (€8)
• Training programme and certification (with a pay rise)
• ±30 days’ leave, including ADV and bridge days
• Flexible working arrangements with a focus on work-life balance
• Team-building activities and collaboration with other offices

Are you the investment adviser we’re looking for? Then apply now!