Conseiller Financier

Axis Group - HR Advisor; Waver; Sur place; EUR 50 000 - 70 000; Plein temps

Résumé du poste

Axis Group is seeking a Financial Advisor to build strong client relationships and provide tailored investment and wealth-management guidance in Belgium. You will analyze client needs, manage files, and stay informed about market developments, ensuring regulatory compliance and long-term client support.

The role emphasizes autonomous client portfolio growth, with opportunities for professional development within a people-oriented firm in a dynamic environment.

Qualifications

• Extensive experience advising on investments and life insurance.
• In-depth knowledge of financial products, funds, and life insurance policies (categories 21,23,26).
• PCP licenses for banking, investing, and insurance.
• Fluency in French.

Responsabilités

• Build strong relationships with prospects and clients to grow the portfolio.
• Analyze client needs and tailor recommendations to their investor profile.
• Manage initial setup, administrative follow-up, and client files.
• Execute arbitrage transactions and reallocations; sell securities when needed.
• Keep client data, investor profiles and portfolios up to date.
• Prepare periodic portfolio reports.
• Provide wealth management and estate planning advice with experts.
• Ensure compliance with regulatory requirements.
• Manage disbursement and follow-up of released pension funds.
• Stay informed about market developments, new products, and solutions in banking investments and life insurance.

Connaissances

Client relationships

Wealth management

Regulatory compliance

Portfolio management

Financial advisory

Formation

PCP licenses (banking/investing/insurance)

Description du poste

Become a Financial Advisor and give your career a boost! In this role, you’ll build strong relationships with clients and prospects while helping them achieve their financial goals. You’ll analyze client needs and offer tailored solutions using your in-depth knowledge of financial products. At our company, the quality of our advice is our top priority, and you’ll have the freedom to provide long-term guidance to clients. Join a people-oriented organization that fosters job satisfaction and personal growth. Do you have the experience and passion for financial advising? in a dynamic work environment!

Description

• You will build strong business relationships with the firm’s prospects and clients, and contribute to the growth of the portfolio;
• You will analyze clients’ needs, determine their investor profiles, and make recommendations tailored to their knowledge, experience, and objectives;
• You are responsible for the initial setup, administrative follow-up, and management of client files;
• You execute arbitrage transactions and reallocations and sell securities when necessary;
• You keep client data, investor profiles, and portfolio contents up to date;
• You prepare periodic portfolio reports;
• You provide advice on wealth management and estate planning in collaboration with the relevant experts;
• You ensure compliance with all regulatory requirements;
• You manage the disbursement and follow-up of released pension funds;
• You stay informed about developments in the financial markets, new products, and existing solutions within banking investments and life insurance.

Profile

• Has several years of experience providing advice on investments and life insurance;
• Possesses in-depth knowledge of financial products, investment funds, and life insurance policies in categories 21, 23, and 26;
• Holds the required PCP licenses for banking, investing, and insurance;
• Is able to carefully analyze clients’ financial needs and offer customized solutions;
• Can independently manage and expand a client portfolio;
• Actively monitors developments in financial markets, macroeconomic trends, tax issues, and regulations;
• Is known for his or her professionalism, accuracy, advisory skills, and ability to build trust with clients;
• Is fluent in French.

Offer

• A focus on the quality of advice, with product sales taking a back seat;
• The opportunity to provide long-term guidance to clients on their wealth management projects, with a great deal of autonomy and the support of an expert team;
• A people-oriented organization that is close to its clients, with an emphasis on security, autonomy, and independence;
• A positive corporate culture that fosters job satisfaction, knowledge sharing, and personal growth within a professional and inspiring work environment;
• Training opportunities, both internally and through various partners, including numerous chances to further develop your expertise at insurance companies and financial institutions.