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Open nowPosted 22 hours ago

Beleggingsadviseur

RED POPPY

Where
Kortrijk, Belgium
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Your applicationOpen nowBeleggingsadviseurRED POPPY · Kortrijk, 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 RED POPPY's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

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 22 hours ago

The posting

Over de functieJe wil een job waarin je je ervaring in beleggen inzet om klanten verder te helpen met hun vermogen. Als beleggingsadviseur begeleid je klanten in private en personal banking, met zowel kleine als grote portefeuilles. Het kantoor rekent op jouw kennis van de markten om het vermogen van je klanten mee te laten groeien.Over de werkgeverJe komt terecht in een zelfstandig bank- en verzekeringskantoor, vlot bereikbaar vanuit Kortrijk, Harelbeke en Deinze. Je werkt in een ploeg met collega's die zich toeleggen op kredieten en verzekeringen, zodat je klanten een volledig advies krijgen.Wat je doet

  • Je bouwt duurzame klantenrelaties uit binnen je eigen klantenportefeuille.
  • Je voert adviesgesprekken over sparen, beleggen en vermogensopbouw en werkt beleggingsvoorstellen op maat uit.
  • Je beheert en volgt beleggingsportefeuilles op en stuurt bij waar nodig.
  • Je volgt de financiële markten en de economie op de voet en vertaalt die naar concreet advies.
  • Je ziet opportuniteiten bij bestaande klanten en speelt ze door naar je collega's voor kredieten en verzekeringen.

Wat je meebrengt

  • Ervaring als beleggingsadviseur of in een gelijkaardige adviesfunctie binnen de financiële sector.
  • Je bent zelf actief bezig met beleggen en volgt de beurs met interesse.
  • Een diploma in economie, financiën of een aanverwante richting is een pluspunt.
  • Je werkt graag zelfstandig en neemt je klantenportefeuille zelf in handen.
  • Je bent commercieel ingesteld en combineert dat met een adviserende, klantgerichte aanpak.

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

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    The review screen in CV Rocket: how each CV was read, round by round.

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