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Open nowPosted 35 hours ago

Wealth & Estate Planner

EURES job mobility portal414,870 open roles

Where
Eeklo, Belgium
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Your applicationOpen nowWealth & Estate PlannerEURES job mobility portal · Eeklo, Belgium
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The clock on this job

Early applications get read.

8.1% of postings close within 7 days. Measured by our own scanner across the market. EURES job mobility portal postings stay open a median of 3 days.

Share of postings closed within
  1. 1.8%1 day
  2. 3.6%3 days
  3. 8.1%7 days
  4. 15.2%14 days
  5. 33.9%30 days
This job: posted 35 hours ago

EURES job mobility portal median: 3 days open

The posting

Onze klant in Zelzate zet sterk in op een persoonlijke en langdurige vertrouwensrelatie met haar klanten, ondersteund door een moderne infrastructuur en een aangename, professionele omgeving. Met meer dan 30 jaar ervaring staan respect en discretie centraal, en wordt samengewerkt met vooraanstaande partners. Door te kiezen voor actief portefeuillebeheer volgen ervaren adviseurs de financiële markten nauwgezet en begeleiden ze klanten bij het opbouwen van hun beleggingen, met volledige toewijding. Daarbij is er niet alleen aandacht voor rendement en duurzame investeringen, maar ook voor doordacht risicobeheer. Klanten krijgen bovendien toegang tot een exclusief en kwalitatief aanbod aan beleggingsoplossingen, aangevuld met een uitgebreide en transparante rapportering zodat ze steeds inzicht hebben in de evolutie van hun vermogen.

Jouw functie als Wealth & Estate Planner Als vermogensplanner maak je deel uit van het beleggingsteam en werk je nauw samen met collega-adviseurs. Je analyseert de financiële en familiale situatie van cliënten en ondersteunt bij het beheer en de verdere planning van hun vermogen. Je denkt mee over langetermijnstrategieën, vermogensstructurering en estate- en successieplanning. Daarbij vertaal je complexe financiële, fiscale en juridische materie naar heldere en concrete adviezen, steeds met oog voor de persoonlijke situatie en doelstellingen van de cliënt.

  • Je beschikt over een bachelor- of masterdiploma in een financiële richting
  • Sterke interesse in beleggingen, vermogensbeheer en financiële markten
  • Analytische en gestructureerde manier van werken
  • In staat om complexe financiële materie helder en begrijpelijk te vertalen
  • Een duidelijke langetermijnvisie op vermogensopbouw
  • Kennis of ervaring in successieplanning en estate planning vormt een sterke troef
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