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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.
Our client is an international private wealth management firm specialising in financial advice for expatriates and globally mobile professionals. With a network of offices across Europe and North America, the firm provides integrated solutions covering investment management, retirement planning and cross‑border financial structuring for individuals living internationally. The Brussels office plays a key role in supporting expatriates living and working in Belgium, where the tax system and financial regulations can be complex and require specialist advice.
This role focuses on working with expatriate professionals, senior executives and internationally mobile investors who require advice on managing their wealth efficiently across borders. Belgium presents unique financial planning challenges, particularly around tax residency rules, pension structuring and international investment holdings, meaning clients rely heavily on professional guidance to optimise their financial position.
Help clients design retirement strategies that incorporate pensions, savings and succession planning while remaining compliant with Belgian pension and tax rules.
Construct globally diversified portfolios designed to balance growth, protection and liquidity while optimising tax efficiency under Belgian and international regulations.
Develop integrated financial strategies covering assets, income, taxation and long‑term goals, ensuring clients maintain clarity and confidence in their financial future.
Applicants should have at least three (3) years’ client‑facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII level 4 or equivalent). This is a performance‑driven, client‑facing role focused on relationship development and growth.