Expert in Wealth Transfer

ppBecome a Wealth Transfer Expert and make a difference In this role, you’ll provide personalized advice to business owners on the sale value of their companies and guide them through complex transfers and mergers. Drawing on your experience and solution-oriented mindset, you’ll develop tailored advice that truly adds value. In addition, you’ll maintain strong relationships with professional advisors and contribute to their professional development. You’ll have the opportunity to grow professionally in an inspiring environment, with excellent benefits and a performance-based bonus. /ph3Responsibilities /h3ulliYou provide personalized advice to clients and their stakeholders (such as accountants and family members) with a focus on optimizing the sale value of their business. /liliYou perform indicative valuations of various companies. /liliYou guide entrepreneurs and professionals through the process of (family) business transfers and mergers and acquisitions. /liliWhen necessary, you engage the most suitable external specialist or intermediary. /liliYou provide tailored advice and explain the various options to clients in a clear and understandable manner. /liliYou develop customized solutions and explore all possibilities, taking into account the financial, tax, legal, and family implications. /liliYou maintain strong relationships with account managers in your region and provide them with on-site support to improve their skills in the areas of business transfer and succession planning. /liliYou contribute to expanding the network of professional advisors and intermediaries who offer valuable knowledge and information and to whom clients can be referred. /liliYou organize your work independently and closely monitor developments in your field. /liliYou deliver presentations to prospects, clients, and external advisors. /li /ulh3Qualifications /h3ulliHolds a master’s degree. /liliHas at least 10 years of relevant experience in the field. /liliIs passionate about mergers and acquisitions, as well as (family) succession issues. /liliHas excellent communication skills and commercial acumen. /liliIs proactive and enjoys taking the initiative. A solution-oriented mindset and the ability to translate complex matters into clear, tailored advice for the client are essential. /liliIs a team player but can also work effectively independently. /liliIs a native Dutch speaker and has a good passive knowledge of French. /liliIs willing to be available occasionally in the evenings for client meetings, presentations, or networking events. /li /ulh3Benefits /h3ulliA fixed monthly salary with the option to use your 13th-month bonus through a Flexplan, which allows you to choose benefits such as a bike lease, retirement savings, internet service, or IT equipment. /liliA company car, complete with a gas or charging card. /liliThe latest iPhone, including a matching cell phone plan. /liliA performance-based bonus aligned with both individual and team goals. /liliAdditional benefits, including meal vouchers, an increased allowance for bicycle use, extra vacation days, and extra days off during holidays. /liliHealth and workers’ compensation insurance, which takes effect on your first day of work. /liliThe opportunity to further your professional development and be part of a friendly team at one of Belgium’s best employers. /liliA profit‑sharing plan, so you can benefit from the company’s growth. /liliA tax-friendly group bonus that becomes available once the NPS (Net Promoter Score) targets are met. /liliInvestments in your skills through a stimulating work environment, targeted coaching, and opportunities for internal and external training. /li /ul /p