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Open nowPosted 11 days ago

ADVISEUR BELEGGINGEN | VAST CONTRACT

EURES job mobility portal314,718 open roles

Where
Tongeren, Belgium
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Your applicationOpen nowADVISEUR BELEGGINGEN | VAST CONTRACTEURES job mobility portal · Tongeren, Belgium

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

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

  4. CV RocketApplied on EURES job mobility portal's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

7.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.7%1 day
  2. 3.5%3 days
  3. 7.8%7 days
  4. 14.6%14 days
  5. 34.1%30 days
This job: posted 11 days ago

The posting

Beleggingsadviseur | Regio Tongeren-Borgloon | Vast Contract

Ben jij gepassioneerd door beleggen en financieel advies? Krijg je energie van het begeleiden van klanten bij het opbouwen en beheren van hun vermogen? Werk je graag in een persoonlijk en lokaal kantoor waar vertrouwen, langetermijnrelaties en kwalitatief advies centraal staan? Dan is deze uitdaging iets voor jou.

Voor een sterk verankerd en groeiend bank- en verzekeringskantoor in de regio Tongeren - Borgloon zijn wij op zoek naar een Beleggingsadviseur.

Jobomschrijving

Jouw functie als Beleggingsadviseur

Als beleggingsadviseur ben je het aanspreekpunt voor klanten die hun vermogen willen laten groeien en beschermen. Je bouwt duurzame relaties op en biedt professioneel advies op maat van de financiële doelstellingen van de klant.

Je takenpakket bestaat uit:

  • Adviseren van klanten rond beleggingsproducten en vermogensopbouw
  • Analyseren van de financiële situatie, risicobereidheid en doelstellingen van klanten
  • Uitwerken van gepersonaliseerde beleggingsvoorstellen
  • Opvolgen en beheren van bestaande beleggingsportefeuilles
  • Proactief detecteren van commerciële opportuniteiten binnen het klantenbestand
  • Opbouwen van langetermijnrelaties gebaseerd op vertrouwen en expertise
  • Nauw samenwerken met collega's binnen het kantoor om klanten een totaaloplossing aan te bieden

ouw profiel als Beleggingsadviseur

  • Je hebt een sterke interesse in beleggingen, financiële markten en vermogensadvies
  • Ervaring binnen de banksector of beleggingswereld is een belangrijke troef
  • Je beschikt over uitstekende communicatieve vaardigheden en een commerciële ingesteldheid
  • Je bent klantgericht, discreet en betrouwbaar
  • Je werkt gestructureerd, nauwkeurig en resultaatgericht
  • Je bent ondernemend en neemt graag initiatief
  • Je houdt ervan om klanten op lange termijn te begeleiden bij hun financiële toekomst
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