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Open nowPosted 79 days ago

Beleggingsadviseur Particulieren

EURES job mobility portal76,002 open roles

Where
Dendermonde, Belgium
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Your applicationOpen nowBeleggingsadviseur ParticulierenEURES job mobility portal · Dendermonde, 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 79 days ago

The posting

Als beleggingsadviseur bouw je duurzame langetermijnrelaties op met particuliere klanten en fungeer je als vertrouwenspersoon bij belangrijke financiële beslissingen. Je focust op het beheer en de verdere uitbouw van een beleggingsportefeuille.

Je begeleidt klanten in hun vermogensplanning, biedt advies op maat en speelt proactief in op opportuniteiten binnen hun financiële situatie.

Jouw verantwoordelijkheden:

  • Opbouwen en onderhouden van sterke klantenrelaties binnen het segment particulieren
  • Adviseren rond vermogensopbouw, beleggingen en financiële planning
  • Beheren van nieuwe en bestaande klantenportefeuilles
  • Analyseren van de financiële noden en doelstellingen van klanten
  • Uitwerken van gepersonaliseerde beleggingsoplossingen
  • Actief bijdragen aan de commerciële doelstellingen van het team
  • Detecteren van nieuwe opportuniteiten
  • Samenwerken met collega’s en gericht doorverwijzen bij andere behoeften
  • Voorbereiden en opvolgen van klantengesprekken
  • Proactief plannen van opvolgmomenten, vaak tot 6 maanden vooruit
  • Je plant zelfstandig fysieke afspraken in met klanten en beheert je eigen agenda

Voor deze functie zoeken we een ervaren en klantgerichte professional die zich thuisvoelt binnen vermogensadvies en beleggen.

Jij bent iemand die:

  • Vlot communiceert in het Nederlands en een basiskennis Frans heeft
  • Beschikt over een bachelordiploma (richting financiën is een pluspunt)
  • Minstens 2 à 3 jaar relevante ervaring heeft binnen personal banking, beleggingen of vermogensadvies
  • Bij voorkeur reeds kan omgaan met complexe klantendossiers en sterk is in het opbouwen van duurzame relaties
  • Een commerciële mindset heeft en opportuniteiten detecteert binnen de klantenportefeuille
  • Zelfstandig werkt en eigen klantafspraken en agenda efficiënt beheert
  • Graag samenwerkt in team en actief bijdraagt aan een positieve bedrijfscultuur
  • Bereid is om eventuele attesten te behalen (indien nog niet in bezit)
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