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Open nowPosted 4 days ago

Vermogensadviseur

Recruitment Force

Where
Mechelen, Belgium
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Your applicationOpen nowVermogensadviseurRecruitment Force · Mechelen, 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 Recruitment Force's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

13.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.6%3 days
  3. 13.3%7 days
  4. 21.3%14 days
  5. 35.7%30 days
  6. 59.1%60 days
This job: posted 4 days ago

The posting

Over het bedrijf: Voor een kantoor in Mechelen waar lange termijn belangrijker is dan korte targets, zoeken we een strategisch sterke Vermogensadviseur. Je wordt sparringpartner en vertrouwenspersoon voor klanten op cruciale momenten.

Jobomschrijving

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

  • Vermogensstructurering: Je detecteert opportuniteiten rond de structurering van vermogen, zowel privé als via vennootschap, en werkt deze gestructureerd uit.
  • Fiscaliteit en successie: Je koppelt de beleggingsstrategie aan fiscale optimalisatie en successieplanning, steeds afgestemd op de concrete situatie van de klant.
  • Samenwerking met experten: Je werkt nauw samen met estate planners, kredietspecialisten en externe adviseurs om een totaaloplossing te realiseren.
  • Strategisch advies: Je vertaalt een complexe financiële realiteit naar een helder, toekomstgericht plan en blijft sparringpartner doorheen de tijd.
  • Vermogensplanning: Je bouwt vermogensplannen die rekening houden met de levensfases en de familiale context van de klant, en die bescherming, groei en overdracht combineren.

Jouw profiel

  • Idealiter heb je minstens 4 tot 5 jaar ervaring in een aanverwante rol en breng je een stevige basiskennis mee.
  • Je bent discreet, betrouwbaar en comfortabel in gesprekken op hoog niveau.
  • 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 ondernemend ingesteld met natuurlijke netwerkvaardigheden.

Posting text belongs to the employer. Removal requests: contact us.

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