relationship manager

Il y a 14 heures

Mechelen, Flanders, Belgique Sander Brussels Temps plein
pFor one of our clients, we are currently looking for a bRelationship Manager /b to strengthen its team in the bMechelen region /b. /pbrpOur client is an bindependent Belgian stockbroking firm /b with almost a century of experience supporting private and institutional investors. The company is recognized for the quality of its advice and highly personalized approach, assisting clients with binvestments, portfolio management and wealth planning /b. /ppbr/ppIts independence is one of its key strengths: the firm does bnot promote proprietary financial products /b, allowing its advisors to recommend solutions based entirely on each client's objectives, profile and interests. /ppbr/ppThis opportunity is particularly suited to an experienced investment professional looking for an environment where bexpertise, personal client relationships and high-quality long-term advice /b take priority over a purely sales-driven approach. /pbrpAs a bRelationship Manager /b, you will become the bprimary point of contact for a portfolio of private clients /b, supporting them with their investment decisions and broader wealth-related objectives. /ppbr/ppYou will analyze your clients' financial situation, objectives and profile to advise them on the bstructure and optimization of their investment portfolios /b, while taking their broader wealth situation into consideration. /ppbr/ppYou will benefit from a bhigh level of autonomy in managing your client relationships /b, while having access to the expertise, market analysis and technical knowledge of experienced colleagues. /ppbr/ppYour role therefore goes beyond offering financial products: you will act as a btrusted advisor and investment expert /b, building strong relationships and supporting clients over the long term. /ppbr/pbbYour Responsibilities /b /bbInvestment Advisory Portfolio Management /bulliSupport clients with their binvestment decisions /b, taking into account their objectives and financial situation. /liliAnalyze and optimize the structure of their investment portfolios. /liliRecommend appropriate solutions from a broad range of bfinancial instruments /b. /liliAdvise clients on bwealth planning /b matters. /liliActively monitor financial markets and adapt your advice when appropriate. /liliLeverage the expertise and analysis of internal specialists to provide high-quality and well-informed advice. /li /ulpbr/pbClient Management Advisory /bulliAct as the bmain point of contact /b for your portfolio of private clients. /liliDevelop an in-depth understanding of their financial situation, objectives and future plans. /liliBuild long-term relationships based on btrust, discretion and personal attention /b. /liliEnsure regular and personalized follow-up of each client relationship. /liliExplain investment opportunities, risks and market developments in a clear and accessible manner. /li /ulpbr/pbRelationship Development /bulliFurther develop your bexisting network /b through a personal, qualitative and long-term approach. /liliIdentify new opportunities within your professional network. /liliStrengthen existing client relationships and gradually expand your presence in the region. /liliRepresent the organization with clients and professional contacts. /liliActively contribute to the sustainable development of the business in the bMechelen region /b. /li /ulbrulliYou hold a buniversity degree /b. /liliYou have at least b5 years of experience as a Relationship Manager, Investment Advisor /b or in a comparable position. /liliYou meet the required professional obligations as a bPCP /b. /liliYou have a strong understanding of bfinancial markets, investment products and portfolio management principles /b. /lilibDutch is your native language /b, and you are fluent in French and English. /liliYou put the client at the center of your approach and strongly value bhigh-quality advice and long-term relationships /b. /liliYou are proactive, organized, discreet and possess strong analytical skills. /liliYou enjoy working autonomously or within a bclose-knit team /b. /liliYou have an bexisting network /b that you are motivated to further develop in a personal and sustainable way. /liliYou are proficient in bOutlook, Word, Excel and PowerPoint /b. /li /ulbrulliA bhigh-value Relationship Manager position /b with a strong advisory focus and direct exposure to private clients. /liliThe opportunity to join an bindependent Belgian stockbroking firm with almost a century of expertise /b in the financial markets. /liliGenuine bindependence in your advice /b, without proprietary products to prioritize, allowing you to put your clients' interests first. /liliA broad position combining binvestments, portfolio management, wealth planning and client relationship management /b. /liliThe opportunity to build bstrong and long-term relationships /b with private clients and support them in important financial decisions. /liliA bhigh level of autonomy /b in managing your portfolio and further developi