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Open nowPosted 3 days ago

Relatiebeheerder Beleggen

CTRL-F

Where
Turnhout, Belgium
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Your applicationOpen nowRelatiebeheerder BeleggenCTRL-F · Turnhout, 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 3 days ago

The posting

  • Met jouw commerciële ingesteldheid en financiële interesse draag je bij aan de verdere groei van het kantoor;
  • Klanten kunnen bij jou terecht voor advies en begeleiding rond beleggen en vermogensopbouw;
  • Je brengt de financiële situatie, doelstellingen en verwachtingen van klanten in kaart;
  • Vanuit een grondige behoefteanalyse werk je passende beleggingsoplossingen uit;
  • Je bespreekt beleggingsmogelijkheden op een duidelijke en begrijpelijke manier en begeleidt klanten bij hun keuzes;
  • Bestaande klantenrelaties onderhoud je actief en nieuwe contacten weet je op een natuurlijke manier uit te bouwen;
  • De opvolging van beleggingsportefeuilles en klantendossiers behoort tot je dagelijkse verantwoordelijkheid;
  • Een correcte administratieve verwerking en nauwgezette opvolging van dossiers zijn vanzelfsprekend;
  • Samen met collega's zorg je voor een kwalitatieve, professionele en persoonlijke klantenbeleving;
  • Een sterke interesse in beleggen, financiële producten en vermogensopbouw;
  • Ervaring binnen de financiële sector of in beleggingsadvies is een must;
  • Goede communicatieve vaardigheden en het vermogen om financiële materie helder uit te leggen;
  • Een professionele en betrouwbare uitstraling;
  • Zin voor initiatief en verantwoordelijkheid.
  • Een commerciële ingesteldheid, zonder het belang van de klant uit het oog te verliezen.
  • De nodige leergierigheid om je kennis over financiële markten en beleggingsproducten voortdurend verder te ontwikkelen.

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