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Open nowPosted 24 days ago

Vermogensadviseur

EURES job mobility portal110,373 open roles

Where
Leuven, Belgium
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Your applicationOpen nowVermogensadviseurEURES job mobility portal · Leuven, 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.

7.7% 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. 3.3%3 days
  3. 7.7%7 days
  4. 14.0%14 days
  5. 33.7%30 days
This job: posted 24 days ago

The posting

Over het kantoor: In Diest versterkt een gevestigd kantoor zijn team met een Vermogensadviseur die structuur brengt in complexe vermogenssituaties. Men werkt er met een kwalitatieve portefeuille en gespecialiseerde interne experten ter ondersteuning.

Jobomschrijving

Je begeleidt klanten bij belangrijke financiële beslissingen en bouwt aan duurzame relaties in regio Diest en omgeving. Je koppelt beleggingsstrategie aan fiscale optimalisatie en successieplanning en denkt steeds een stap vooruit.

Wat ga je doen?

  • Fiscaliteit en successie: Je koppelt de beleggingsstrategie aan fiscale optimalisatie en successieplanning, steeds afgestemd op de concrete situatie van de klant.
  • Vermogensplanning: Je bouwt vermogensplannen die rekening houden met de levensfases en de familiale context van de klant, en die bescherming, groei en overdracht combineren.
  • Strategisch advies: Je vertaalt een complexe financiële realiteit naar een helder, toekomstgericht plan en blijft sparringpartner doorheen de tijd.
  • Relatiebeheer: Je bouwt duurzame relaties uit binnen de regio en het lokale ondernemersnetwerk, en laat een kwalitatieve portefeuille verder groeien.
  • Begeleiding bij sleutelmomenten: Je begeleidt klanten bij cruciale momenten zoals de verkoop van een onderneming, een erfenis, herstructurering of pensionering.
  • Samenwerking met experten: Je werkt nauw samen met estate planners, kredietspecialisten en externe adviseurs om een totaaloplossing te realiseren.

Jouw profiel

  • Idealiter heb je minstens 4 tot 5 jaar ervaring in een aanverwante rol.
  • Je beschikt over een brede financiële kennis: beleggingen, fiscaliteit en juridische structuren.
  • Je beschikt over een bachelor- of masterdiploma in een economische, financiële of juridische richting.
  • Je bent strategisch sterk, analytisch onderbouwd en commercieel bewust.
  • Je bent ondernemend ingesteld met natuurlijke netwerkvaardigheden.
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    The review screen in CV Rocket: how each CV was read, round by round.

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

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