Advisor – Life Planning
Il y a 1 jour
Brussel, Brussel-Hoofdstad, Belgique
Jobtailor
Temps plein
50 000 € - 80 000 € Contrat
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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