Expatriate Cross-Border Wealth Advisor

International Financial Advisor Jobs; Brussel; Sur place; EUR 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Access to experienced advisers

Support from international specialists

Résumé du poste

International Financial Advisor Jobs seeks an experienced financial advisor to provide holistic wealth management services for expatriate clients in Belgium. The role requires developing personalized strategies that address investments, pensions, and tax efficiency while navigating complex regulations.

The ideal candidate will have at least three years of client-facing experience in wealth management, hold relevant qualifications like CISI or CII, and demonstrate strong relationship-building skills. The firm emphasizes long-term client relationships and high-quality financial guidance.

Qualifications

• Have at least three years’ client-facing experience in wealth management or life insurance advisory.
• Hold relevant industry qualifications such as CISI or CII.
• Experience advising expatriate or international clients is preferred.

Responsabilités

• Provide holistic financial advice to expatriate and international clients based in Belgium.
• Develop personalised strategies covering investments, pensions and wealth structuring.
• Guide clients through Belgian and international tax considerations.
• Conduct portfolio reviews and long-term financial planning consultations.
• Identify and develop new client opportunities within the expatriate community.

Connaissances

Wealth management experience

Financial planning

Understanding of cross-border tax

Relationship-building skills

Business development

Formation

CISI or CII qualifications

Description du poste

International Financial Advisor Jobs seeks an experienced financial advisor to provide holistic wealth management services for expatriate clients in Belgium. The role requires developing personalized strategies that address investments, pensions, and tax efficiency while navigating complex regulations.

The ideal candidate will have at least three years of client-facing experience in wealth management, hold relevant qualifications like CISI or CII, and demonstrate strong relationship-building skills. The firm emphasizes long-term client relationships and high-quality financial guidance.