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Open nowPosted 11 days ago

ADVISEUR BELEGGINGEN | BEDRIJFSWAGEN | VAST CONTRACT

EURES job mobility portal283,685 open roles

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Hasselt, Belgium
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Your applicationOpen nowADVISEUR BELEGGINGEN | BEDRIJFSWAGEN | VAST CONTRACTEURES job mobility portal · Hasselt, Belgium
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  2. 3.4%3 days
  3. 7.8%7 days
  4. 14.3%14 days
  5. 33.7%30 days
This job: posted 11 days ago

The posting

Adviseur Beleggingen | Private Banker | Vermogensbeheer | Regio Hasselt

Heb jij een passie voor beleggingen, vermogensbeheer en exclusieve klantenrelaties? Ben je commercieel sterk én haal je energie uit het begeleiden van klanten op lange termijn? Dan is deze uitdaging als Adviseur Beleggingen / Private Banker precies wat je zoekt.

Voor een sterk groeiend financieel kantoor met meerdere vestigingen in de regio Hasselt zoeken we een ervaren professional die klanten begeleidt bij hun financiële toekomst en mee bouwt aan duurzame vermogensrelaties.

Jobomschrijving

Jouw rol als Adviseur Beleggingen

Als Private Banker / Adviseur Beleggingen ben jij dé vertrouwenspersoon voor klanten met complexe financiële vragen en investeringsdoelstellingen.

Jouw verantwoordelijkheden:

  • Beheren en verder uitbouwen van een eigen klantenportefeuille
  • Advies geven rond beleggingen, vermogensopbouw en financiële planning
  • Klanten begeleiden bij belangrijke financiële projecten en investeringsbeslissingen
  • Financiële oplossingen op maat uitwerken op basis van de persoonlijke situatie van de klant
  • Actief prospecteren en nieuwe klantenrelaties opbouwen
  • Langdurige vertrouwensrelaties creëren en onderhouden
  • Samenwerken met ervaren collega’s binnen vermogensbeheer en estate planning
  • Netwerken en actief deelnemen aan het economische en sociale leven in jouw regio

Wie zoeken we als Adviseur Beleggingen?

  • Je hebt minimum 5 jaar relevante ervaring binnen beleggingen, private banking of vermogensbeheer
  • Je bent commercieel sterk en haalt energie uit relatiebeheer
  • Je hebt een uitgesproken interesse in investeringen en financiële markten
  • Je bent communicatief, professioneel en ondernemend
  • Je denkt mee met klanten en zet hun belangen centraal
  • Je werkt graag zelfstandig maar functioneert ook sterk in team
  • Je spreekt vlot Nederlands en hebt een goede kennis van Frans en Engels
  • Je beschikt over een hoger diploma of gelijkwaardige ervaring
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