Advisor – Life Planning

Il y a 1 jour

Brussel, Brussel-Hoofdstad, Belgique Jobtailor Temps plein 50 000 € - 80 000 € Contrat

Responsibilities

  • You manage and develop your clients' securities portfolios on a daily basis
  • You build a trusting relationship and meet clients in person
  • You seize opportunities to achieve your commercial targets
  • You act as a financial planner for your clients
  • You implement a comprehensive plan to help them achieve their life goals
  • You assess the financial and wealth situation of our clients
  • You advise clients on a wide range of financial products and services
  • You serve as a bridge between your clients and other specialists
  • You stay up to date on tax and financial legislation

Requirements

  • You hold the required licenses to advise clients on financial matters
  • You demonstrate a minimum of 3 years' commercial experience in financial advisory
  • You hold a bachelor's/master's degree with an economic, legal, or business orientation
  • You have strong listening skills and empathy
  • You show initiative, autonomy, method, and organizational skills
  • You have negotiation skills
  • You are primarily client-oriented
  • You are motivated by achieving results

Certifications & Qualifications

  • Required Financial Licenses