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Open nowPosted 25 days ago

JUNIOR BELEGGINGSADVISEUR

EURES job mobility portal314,718 open roles

Where
Mechelen, Belgium
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Your applicationOpen nowJUNIOR BELEGGINGSADVISEUREURES job mobility portal · Mechelen, Belgium
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  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

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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 25 days ago

The posting

Binnen een lokaal verankerd bank- en verzekeringskantoor in de regio Mechelen kom je terecht in een warme en professionele werkomgeving. Het kantoor combineert jarenlange expertise met een persoonlijke aanpak en een sterk team van ongeveer 30 collega’s. De sfeer is open, collegiaal en gericht op samenwerking en groei.

In deze functie ondersteun je klanten bij het opbouwen en optimaliseren van hun beleggingsportefeuille. Je werkt voornamelijk met warme contacten en bestaande klantenrelaties, zonder koude prospectie, waardoor je je volledig kan focussen op advies en opvolging.

Je taken bestaan onder andere uit als JUNIOR BELEGGINGSADVISEUR:

  • Het begeleiden van klanten bij hun financiële en beleggingsdoelstellingen
  • Het geven van persoonlijk en doordacht advies rond vermogensopbouw
  • Het opvolgen en beheren van bestaande beleggingsportefeuilles
  • Het detecteren van bijkomende opportuniteiten binnen je klantenbestand
  • Het onderhouden van klantrelaties op een professionele en vertrouwensvolle manier
  • Het correct administratief verwerken van investeringsdossiers
  • Het samenwerken met collega’s om klanten optimaal te ondersteunen

REF: MEC

Jouw profiel

  • Je hebt een bachelor in een financiële of economische richting
  • Je beschikt over ruime ervaring als beleggingsadviseur
  • Je hebt een sterke kennis van financiële producten en beleggingsstrategieën
  • Je bent analytisch, communicatief sterk en resultaatgericht
  • Je werkt zelfstandig maar functioneert ook goed in teamverband
  • Je neemt initiatief en denkt op een proactieve, ondernemende manier mee
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