Conseiller Financier — Autonomie, Formation & Impact Durable

Axis Group - HR Advisor; Sint-Katelijne-Waver; Sur place; EUR 45 000 - 70 000; Plein temps

Résumé du poste

Axis Group seeks a Financial Advisor to build strong client relationships, analyze needs, and offer tailored financial solutions using deep knowledge of financial products. The role emphasizes high-quality advisory work with long-term client guidance and ongoing growth of a diverse portfolio.

The candidate should have several years of experience in investments and life insurance, PCP licenses, and fluency in French, ensuring compliance and proactive market awareness.

Qualifications

• Years of experience advising on investments and life insurance.
• In-depth knowledge of financial products, investment funds, and life insurance policies.
• PCP licenses for banking, investing and insurance.
• Ability to analyze clients’ financial needs and tailor solutions.

Responsabilités

• Build strong relationships with clients and prospects; contribute to portfolio growth.
• Analyze clients’ needs, determine investor profiles, and tailor recommendations.
• Set up and manage client files; handle administrative follow-up.
• Execute arbitrage transactions and reallocations; sell securities when necessary.
• Keep client data, investor profiles, and portfolios up to date; prepare periodic reports.
• Provide wealth management and estate planning advice with experts; ensure regulatory compliance.
• Manage disbursement and follow-up of released pension funds; stay informed on market developments.

Connaissances

Client relationship management

French fluency

Financial product knowledge

Formation

PCP licenses for banking, investing, and insurance

Description du poste

Axis Group seeks a Financial Advisor to build strong client relationships, analyze needs, and offer tailored financial solutions using deep knowledge of financial products. The role emphasizes high-quality advisory work with long-term client guidance and ongoing growth of a diverse portfolio.

The candidate should have several years of experience in investments and life insurance, PCP licenses, and fluency in French, ensuring compliance and proactive market awareness.