Affluent Client Wealth Advisor

Axis Group - HR Advisor; Belgique; Sur place; EUR 42 000 - 60 000; Plein temps

Avantages offerts par ce poste

Mental well-being

Wellness resources

Bike leasing program

Insurance

Flexible benefits

Development opportunities

Partner discounts

Résumé du poste

Axis Group - HR Advisor in Belgium seeks a Personal Banker to deliver premium service to affluent clients, providing tailored investment solutions and nurturing long-term relationships. Ideal candidate holds a Bachelor’s degree with 3–5 years in investment advisory, fluent in Dutch and proficient in French, combining empathy with strong communication.

Join a collaborative team offering growth and a competitive salary.

Qualifications

• Bachelor's degree and 3–5 years of experience in investment advisory.
• Deep knowledge of financial products and services.
• Fluent in Dutch and proficient in French.
• Strong commercial acumen with empathy to address client needs.
• Exceptional communication and persuasion skills.
• Proactive, entrepreneurial, collaborative, organized and detail-oriented.

Responsabilités

• Draw in and keep clients.
• Provide a warm welcome to clients and foster long-term relationships.
• Advocate for the firm’s strategy, values, products and services to prospects and clients.
• Manage portfolios of affluent clients as a trusted partner aligned with their goals.
• Negotiate with clients offering customized investment solutions.
• Monitor market trends and handle admin tasks related to client follow-up.

Connaissances

Communication

Persuasion

Empathy

Commercial acumen

Organizational skills

Formation

Bachelor's degree

Description du poste

Axis Group - HR Advisor in Belgium seeks a Personal Banker to deliver premium service to affluent clients, providing tailored investment solutions and nurturing long-term relationships. Ideal candidate holds a Bachelor’s degree with 3–5 years in investment advisory, fluent in Dutch and proficient in French, combining empathy with strong communication.

Join a collaborative team offering growth and a competitive salary.