Investment Advisor | Renowned Insurance Broker

For one of our clients, a renowned Belgian insurance broker and financial services provider, we are currently looking for an experienced Investment Advisor.

Our client supports private individuals, self-employed professionals and entrepreneurs throughout their financial journey, offering tailored advice across insurance, pension planning, investments and financing.

This role is specifically focused on self-employed clients, entrepreneurs and business owners, rather than traditional retail banking clients. You will act as a trusted financial advisor, helping clients structure and optimise their personal and professional financial situation.

As a Life Planning & Investment Advisor, you will manage and develop an existing portfolio of self-employed professionals, entrepreneurs and private clients with more complex financial needs.

Your role goes beyond recommending individual products. You will take a holistic approach to financial planning, understanding your clients' personal and professional objectives and developing strategies around their investments, pension planning, insurance and wealth.

You will build long-term relationships with your clients and act as a bridge between them and other specialists such as accountants, lawyers, bankers and investment advisors.

• Act as a trusted financial advisor for self-employed professionals, entrepreneurs and private clients.
• Analyse clients' personal and professional financial situations and identify their long-term objectives.
• Develop tailored financial and wealth planning strategies aligned with their life projects.
• Advise on Life & Pension, investments and wealth planning.
• Take into account relevant aspects of tax law, corporate law and wealth planning.
• Manage and develop your clients' investment and financial portfolios.
• Regularly review financial strategies to ensure they remain aligned with changes in clients' personal and professional situations.

• Manage and further develop an existing portfolio of clients.
• Meet clients at the office or visit them to understand their needs and provide tailored solutions.
• Build long-term relationships based on trust, expertise and high-quality advice.
• Follow up proactively on client needs and ensure that submitted cases are managed through to completion.
• Identify opportunities to broaden the relationship through relevant solutions and collaboration with other specialists.

• Develop your client portfolio through targeted prospecting and networking.
• Participate in commercial initiatives, events and professional networking activities.
• Contribute to strengthening the company's presence and reputation in your region.
• Identify opportunities to develop long-term relationships with new entrepreneurs, self-employed professionals and private clients.
• Work collaboratively with colleagues from other departments to identify relevant cross-selling and up-selling opportunities.

• Act as a bridge between your clients and external specialists such as accountants, lawyers, bankers and investment advisors.
• Stay up to date with developments in financial and tax legislation.
• Maintain accurate client databases and ensure appropriate reporting to management.
• Share information and expertise with colleagues to contribute to a strong client experience.
• Report directly to the Sales Manager.

• You have at least 4 years of professional experience in financial advice, ideally gained within a bank, financial institution, insurance broker or similar environment.
• You have demonstrable experience advising self-employed professionals, entrepreneurs and/or business owners on their personal and professional financial situation.
• Experience with Life & Pension, investments, wealth planning or financial planning is essential.
• You hold the necessary FSMA authorisations to provide financial advice to clients.
• You have a Bachelor's or Master's degree