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Open nowPosted 80 days ago

Beleggingsadviseur - focus op relatiebeheer | Brugge

EURES job mobility portal123,618 open roles

Where
Brugge, Belgium
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Your applicationOpen nowBeleggingsadviseur - focus op relatiebeheer | BruggeEURES job mobility portal · Brugge, Belgium
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The clock on this job

Early applications get read.

7.7% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
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  2. 3.3%3 days
  3. 7.7%7 days
  4. 14.0%14 days
  5. 33.7%30 days
This job: posted 80 days ago

The posting

Als beleggingsadviseur ben jij de vertrouwenspersoon voor klanten die hun vermogen bewust willen laten groeien en beschermen.

Je luistert, analyseert en vertaalt financiële doelen naar doordacht advies.

Dankzij jouw kennis en commerciële feeling bouw je langdurige relaties uit met een gevarieerd cliënteel, waarbij je altijd vertrekt vanuit hun persoonlijke situatie.

Jouw rol in dit verhaal:

  • Je beheert en ontwikkelt beleggingsportefeuilles voor particuliere en professionele klanten
  • Je adviseert op maat over beleggingen, pensioenopbouw en vermogensoverdracht
  • Je werkt met een ruim aanbod aan financiële en verzekeringsoplossingen
  • Je begeleidt klanten ook bij vragen over dagelijks bankieren en verzekeringen
  • Je zet sterk in op klantentevredenheid en duurzame relaties
  • Je denkt proactief mee en signaleert opportuniteiten om de dienstverlening verder te versterken

Elke dag brengt nieuwe gesprekken, nieuwe inzichten en nieuwe kansen om echte meerwaarde te creëren.

Herken jij jezelf hierin:

  • Je beschikt over een sterke financiële basis en een oprechte interesse in beleggen en vermogensplanning
  • Je communiceert vlot en professioneel in het Nederlands
  • Je bent commercieel ingesteld, maar altijd met de klant op de eerste plaats
  • Je voelt je comfortabel in digitale tools en moderne banktoepassingen
  • Je werkt zelfstandig, neemt initiatief en bouwt graag relaties op lange termijn uit
  • Ervaring binnen de bank- of verzekeringswereld is een troef, geen must
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