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Open nowPosted 3 days ago

(Junior) Beleggingsadviseur

EURES job mobility portal270,798 open roles

Where
Kortrijk, Belgium
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Your applicationOpen now(Junior) BeleggingsadviseurEURES job mobility portal · Kortrijk, Belgium

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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. 1.6%1 day
  2. 3.4%3 days
  3. 7.8%7 days
  4. 14.3%14 days
  5. 33.7%30 days
This job: posted 3 days ago

The posting

groot Kortrijk | Beleggingsadviseur | Starter of ervaring bank | Passie beleggen | In bezit van FSMA attesten | Klantgericht | Commercieel | Vertrouwensrelatie | Job 1108559

Jouw nieuwe werkgever Al meer dan 35 jaar is dit dynamisch en familiaal kantoor een vaste waarde als bankagent en onafhankelijk verzekeringsmakelaar in regio Kortrijk. Met een team van zo'n 15 enthousiaste collega's - een mooie mix van jong talent en ervaren experts - staat klantgericht advies centraal. Het management investeert bewust in een warme teamsfeer en het welzijn van de medewerkers. Dankzij een persoonlijke aanpak en enkele strategische overnames zit het kantoor in volle groei. Daarom zoekt Hays Bank & Verzekeringen een extra Beleggingsadviseur om het team te versterken.

Jouw nieuwe functie In deze veelzijdige functie als Beleggingsadviseur ben je binnen het kantoor verantwoordelijk voor het verstrekken van deskundig beleggingsadvies aan de klanten. Je speelt een cruciale rol in het beheren van beleggingsportefeuilles en het aanbieden van passende financiële oplossingen binnen zowel bancaire producten als beleggingsverzekeringen. Je zal de financiële doelen en risicotolerantie van klanten beheren om gepersonaliseerd beleggingsadvies te geven, rekening houdend met marktontwikkelingen en klantbehoeften. Hierbij zal je sterke relaties met de klanten opbouwen en onderhouden door regelmatig contacten in te plannen en proactief advies te bieden o.b.v. hun financiële situatie. Steeds blijf je op de hoogte van nieuwe financiële producten, markttrends en regelgeving. Daarnaast zorg je ook voor een correcte administratieve verwerking van de klantendossiers en rapportage van beleggingsresultaten.

Wat verwachten we van jou?

  • Bachelor in een financiële richting of gelijkgesteld door ervaring
  • Commerciële ervaring in de bank of een starter, én een uitgesproken passie voor beleggingen
  • In het bezit van de FSMA attesten (door diploma of ervaring)
  • Commercieel, communicatief, klantgericht, analytisch en oplossingsgericht
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