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Investment Advisor

Axis GroupLeuven, BE

30+ dagen geleden

Functieomschrijving

Are you passionate about the world of investment and want to put your skills to work in an investment office? We are looking for a dynamic and competent Investment Advisor to join our client's team. As the bridge between operations and sales, you'll play a key role in investment analysis and technical knowledge. If you have a university degree, are fluent in English and French, and have technical expertise, we'd like to hear from you.

Description

Thanks to your ability to listen and your high level of technical expertise, you can support your customers at every stage of their lives.
Analyze overall wealth and propose asset management solutions
In consultation with our network of specialists, you support your customers in their asset structuring initiatives.
Based on customers' needs and wishes, you present them with customized asset consolidation solutions and services
Keep abreast of economic and financial news on a daily basis
With the sales team, you are also involved in : prospecting, preparing sales events, developing trusting relationships with customers

Profile

You have a university degree (or equivalent experience) supplemented by a minimum of 5 years' convincing commercial experience in the financial sector.

You have proven skills or a genuine interest in wealth management, asset structuring and financial products.

You have a very good financial and economic culture, with some knowledge of taxation.

You are proficient in Excel and have a good knowledge of the Office suite.

French is your mother tongue, with a working knowledge of English

You are commercially minded and positive, and enjoy working as part of a team.

You are precise and detail-oriented, and you take the initiative.

Offer

An open and harmonious working environment in the center of Brussels, with easy access to public transport, where you will join a team of dynamic and motivated professionals whose aim is total customer satisfaction.

A competitive salary and fringe benefits, as well as support during your apprenticeship and development opportunities.