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Open nowPosted 4 days ago

Adviseur Beleggen

CTRL-F

Where
Halle-Vilvoorde, Belgium
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Your applicationOpen nowAdviseur BeleggenCTRL-F · Halle-Vilvoorde, Belgium

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

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The clock on this job

Early applications get read.

13.1% 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. 4.7%3 days
  3. 13.1%7 days
  4. 21.1%14 days
  5. 35.7%30 days
  6. 58.7%60 days
This job: posted 4 days ago

The posting

Als beleggingsadviseur begeleid je klanten bij hun investeringskeuzes en vertaal je hun financiële doelen naar helder en persoonlijk advies. Vanuit Tervuren werk je samen met een klein team en bouw je mee aan duurzame klantenrelaties.

  • Begeleiden van een bestaande klantenportefeuille
  • Detecteren van opportuniteiten via telefonische contacten en warme leads
  • Analyseren van behoeften, risicoprofiel en verwachtingen
  • Opstellen van duidelijke en onderbouwde beleggingsvoorstellen
  • Mee opvolgen van vermogensbeheer, vermogensplanning en successievraagstukken
  • Zorg dragen voor correcte administratie en transparante opvolging
  • Klinkt dit als jouw volgende stap? Dan maken we graag kennis met jou.
  • Een bachelor- of masterdiploma is welkom; een financiële richting is niet een noodzaak
  • Je bent reeds in het bezit van de nodige PCP attesten
  • Affiniteit met beleggingen en financiële markten is belangrijk
  • Je hebt bij voorkeur tot 0-3 jaar ervaring in financiële dienstverlening, klantenadvies of een commerciële adviesrol
  • Ook sterke starters met de juiste motivatie komen in aanmerking
  • Commerciële feeling helpt je om contacten te leggen en opportuniteiten op te volgen
  • Je communiceert helder in het Nederlands; Frans en/of Engels is een plus
  • Je werkt zelfstandig, neemt verantwoordelijkheid en gaat zorgvuldig met dossiers om

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

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