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Open nowPosted 7 days ago

Beleggingsadviseur (Full-time of 80%)

EURES job mobility portal314,718 open roles

Where
Gent, Belgium
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Your applicationOpen nowBeleggingsadviseur (Full-time of 80%)EURES job mobility portal · Gent, 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 7 days ago

The posting

Ben jij een gepassioneerde adviseur met expertise in beleggingen en beleggingsverzekeringen?

Heb je een sterk inzicht in de financiële behoeften van klanten en wil je hen ondersteunen bij het opbouwen van hun financiële toekomst?

Wij zoeken een Beleggingsadviseur die onze klanten kan begeleiden met deskundig advies over Crelan-beleggingen en beleggingsverzekeringen in de 3de en 4de pijler.

Jouw Rol

Als Beleggingsadviseur ben je de vertrouwenspersoon voor klanten die hun vermogen willen laten groeien of beschermen. Je biedt advies over verschillende beleggingsmogelijkheden en verzekeringen, afgestemd op hun individuele behoeften en toekomstplannen. Je speelt een cruciale rol in hun financiële planning en ondersteunt hen bij het maken van weloverwogen keuzes in een steeds veranderende markt.

Jouw verantwoordelijkheden:

  • Advies geven over Crelan-beleggingen en beleggingsverzekeringen in de 3de en 4de pijler
  • Analyseren van de financiële situatie en doelen van klanten, en advies op maat aanbieden
  • Beheren en opvolgen van bestaande beleggingsportefeuilles
  • Relaties opbouwen en onderhouden door regelmatige opvolging en proactief klantcontact
  • Blijven up-to-date met markttrends en wijzigingen in financiële wetgeving om klanten optimaal te adviseren

Wat zoeken wij?

  • Ervaring in beleggingsadvies, met een sterke affiniteit voor beleggingsverzekeringen en pensioenopbouw
  • Kennis van financiële producten, specifiek in de 3de en 4de pijler
  • Een klantgerichte en resultaatgerichte instelling, met oog voor detail en analytisch inzicht
  • Proactieve werkhouding en uitstekende communicatieve vaardigheden
  • Ambitie om langdurige relaties op te bouwen

Wil jij klanten begeleiden naar een sterke financiële toekomst met slimme beleggingskeuzes?

Solliciteer vandaag nog en stuur je motivatie en CV naar ons!

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