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Open nowPosted 8 days ago

Beleggingsadviseur vast contract

Actief Interim Heist

Where
Turnhout, Belgium
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Your applicationOpen nowBeleggingsadviseur vast contractActief Interim Heist · Turnhout, Belgium

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  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Actief Interim Heist's own form.

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The clock on this job

Early applications get read.

12.7% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.2%1 day
  2. 4.5%3 days
  3. 12.7%7 days
  4. 20.4%14 days
  5. 35.6%30 days
  6. 58.7%60 days
This job: posted 8 days ago

The posting

Ben jij actief in de banksector en wil je jouw klanten écht leren kennen in plaats van dossiers vanop afstand te beheren? In deze functie krijg je een bestaande klantenportefeuille, rechtstreeks klantencontact en de ruimte om zelfstandig financieel advies te geven.

Voor een lokaal verzekeringskantoor in Hulshout zoeken we een beleggingsadviseur. Je komt terecht in een omgeving waar klanten persoonlijk worden begeleid en waar beslissingen snel genomen worden. Bovendien krijg je meteen een vast contract, een loon rond €4.000 bruto en een bestaande klantenportefeuille. Je werkt in een lokaal verzekeringskantoor waar klanten geen nummer zijn en waar je rechtstreeks contact hebt met zowel klanten als collega’s.

Jouw werkdag bestaat uit gesprekken met klanten over hun financiële situatie, toekomstplannen en vermogensopbouw. Je volgt je portefeuille actief op, bespreekt marktontwikkelingen en vertaalt complexe informatie naar helder en praktisch advies.

Jouw belangrijkste taken:

  • Beheren en verder uitbouwen van een bestaande portefeuille beleggingsklanten.
  • Adviseren rond beleggingen, vermogensopbouw en fiscaal sparen.
  • Analyseren van de financiële situatie en doelstellingen van klanten.
  • Voorstellen van passende financiële oplossingen.
  • Onderhouden van duurzame klantenrelaties en signaleren van commerciële opportuniteiten.
  • Fungeren als vast aanspreekpunt voor financiële vragen.
  • Je hebt ervaring binnen de banksector en kennis van beleggingen en/of vermogensbeheer.
  • Je communiceert vlot en bouwt gemakkelijk vertrouwen op bij klanten.
  • Je werkt klantgericht en neemt verantwoordelijkheid voor jouw portefeuille.
  • Je bent commercieel ingesteld zonder het adviesbelang van de klant uit het oog te verliezen.

Posting text belongs to the employer. Removal requests: contact us.

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