Expert in Wealth Transfer (M&A)

Axis Group - HR Advisor; Antwerpen; On-site; EUR 75,000 - 100,000; Full time

Benefits offered by this job

Company car

Performance-based bonus

Health and workers’ compensation insurance

Profit-sharing plan

Investments in skills and further training

Job summary

Axis Group is seeking a Wealth Transfer Expert to provide personalized advice to business owners regarding the sale value of their companies. This role involves guiding clients through complex transfers and mergers while maintaining strong relationships with professional advisors.

The ideal candidate holds a master’s degree and has at least 10 years of relevant experience. You’ll enjoy benefits including a monthly salary, a performance-based bonus, a company car, and numerous opportunities for professional development.

Qualifications

• At least 10 years of relevant experience in mergers and acquisitions.
• Native Dutch speaker with good passive knowledge of French.
• Ability to translate complex matters into clear, tailored advice.

Responsibilities

• Provide personalized advice to clients and stakeholders on business sale value.
• Perform indicative valuations of various companies.
• Organize work independently and monitor developments in the field.

Skills

Excellent communication skills

Commercial acumen

Proactive mindset

Team player

Solution-oriented mindset

Education

Master’s degree

Job description

Become a Wealth Transfer Expert and make a difference! In this role, you’ll provide personalized advice to business owners on the sale value of their companies and guide them through complex transfers and mergers. Drawing on your experience and solution-oriented mindset, you’ll develop tailored advice that truly adds value. In addition, you’ll maintain strong relationships with professional advisors and contribute to their professional development. You’ll have the opportunity to grow professionally in an inspiring environment, with excellent benefits and a performance-based bonus.

Responsibilities

• You provide personalized advice to clients and their stakeholders (such as accountants and family members) with a focus on optimizing the sale value of their business.
• You perform indicative valuations of various companies.
• You guide entrepreneurs and professionals through the process of (family) business transfers and mergers and acquisitions.
• When necessary, you engage the most suitable external specialist or intermediary.
• You provide tailored advice and explain the various options to clients in a clear and understandable manner.
• You develop customized solutions and explore all possibilities, taking into account the financial, tax, legal, and family implications.
• You maintain strong relationships with account managers in your region and provide them with on-site support to improve their skills in the areas of business transfer and succession planning.
• You contribute to expanding the network of professional advisors and intermediaries who offer valuable knowledge and information and to whom clients can be referred.
• You organize your work independently and closely monitor developments in your field.
• You deliver presentations to prospects, clients, and external advisors.

Qualifications

• Holds a master’s degree.
• Has at least 10 years of relevant experience in the field.
• Is passionate about mergers and acquisitions, as well as (family) succession issues.
• Has excellent communication skills and commercial acumen.
• Is proactive and enjoys taking the initiative. A solution-oriented mindset and the ability to translate complex matters into clear, tailored advice for the client are essential.
• Is a team player but can also work effectively independently.
• Is a native Dutch speaker and has a good passive knowledge of French.
• Is willing to be available occasionally in the evenings for client meetings, presentations, or networking events.

Benefits

• A fixed monthly salary with the option to use your 13th-month bonus through a Flexplan, which allows you to choose benefits such as a bike lease, retirement savings, internet service, or IT equipment.
• A company car, complete with a gas or charging card.
• The latest iPhone, including a matching cell phone plan.
• A performance-based bonus aligned with both individual and team goals.
• Additional benefits, including meal vouchers, an increased allowance for bicycle use, extra vacation days, and extra days off during holidays.
• Health and workers’ compensation insurance, which takes effect on your first day of work.
• The opportunity to further your professional development and be part of a friendly team at one of Belgium’s best employers.
• A profit‑sharing plan, so you can benefit from the company’s growth.
• A tax-friendly group bonus that becomes available once the NPS (Net Promoter Score) targets are met.
• Investments in your skills through a stimulating work environment, targeted coaching, and opportunities for internal and external training.