Investment Advisor
il y a 1 semaine
As an Investment Advisor in the Schoten/Merksem area, you will be responsible for tax approaches and investments, proactively supporting clients in four areas.
The emphasis is on quality service, client satisfaction and collaboration with various banking entities.Our client offers not only a positive impact on society, but also growth opportunities, training, an attractive salary package and emphasizes diversity and inclusion in an innovative, responsible and sustainable work environment.
Description
- In a commercial office you are mainly responsible for the Invest part of the clients
- You are the main reference for the colleagues of your entity in terms of tax approach and investments
- You organize conversations with your clients through various channels in order to proactively equip them completely in the four domains
- The quality of service and client satisfaction are central to your efforts
- You work with the various entities of the bank to best meet the needs of your clients and refer them to the appropriate service if necessary
Profile
- You have a higher education degree and at least 3 years of relevant experience
- You communicate fluently. You enjoy making contacts, building a network of relationships and working as part of a team
- You position yourself as a financial partner of our customers
- You respond calmly to questions or complaints from customers and you keep your promises
- You are familiar with new technologies and digital tools
- You are fluent in Dutch. Knowledge of a second language is a plus
Offer
- You can continue to grow and develop your expertise. Learning is resolutely part of our corporate culture. Numerous training courses are available to develop your knowledge, your level of expertise and your commercial skills.
- You enjoy a diversified and attractive salary package, complemented by attractive benefits.
- You will also work in a flexible environment
- As an Invest Advisor, you will guide clients towards a range of sustainable products and services that make their life easier, for the management of their assets. You will therefore make a positive impact on society
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