Investment Advisor

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

Avantages offerts par ce poste

Permanent contract

Gross salary based on experience

Company car in the future

Attractive group insurance

Company cell phone

Team bonus

Cafeteria plan for employee benefits

Stimulating work environment

Résumé du poste

Axis Group is seeking an innovative Investment Advisor to manage client assets and drive growth. In this full-time position located in Antwerpen, you will clearly communicate investment opportunities while building strong relationships with clients. You will have the freedom to set your own schedule and prospect for new clients.

The ideal candidate holds a bachelor’s or master’s degree, has experience in asset management, speaks fluent Dutch, and is proactive in client engagements.

Benefits include a permanent contract, competitive salary, potential company car, group insurance, and a team-oriented bonus structure.

Qualifications

• Holds a bachelor’s or master’s degree and preferably has valid PCP certifications.
• Has experience in a similar role.
• Is familiar with asset management.
• Can engage with clients and formulate a clear asset management strategy.
• Is capable of prospecting and attracting new clients, with the ability to effectively manage their own schedule.
• Has an interest in investing and follows the stock market.
• Speaks Dutch fluently and can express oneself professionally.
• Demonstrates flexibility and is proactive.
• Is motivated to work in an ambitious firm.

Responsabilités

• Manage client assets of up to 5 million euros.
• Communicate investment vision clearly to clients.
• Provide comprehensive overview of investments.
• Manage portfolios ranging from 150 to 200 million euros.
• Set own schedule and expand existing opportunities.
• Prospect for new clients.
• Engage current clients and focus on future generations.

Connaissances

Experience in a similar role

Client engagement

Asset management familiarity

Fluent Dutch

Proactive approach

Formation

Bachelor’s or Master’s degree

Valid PCP certifications

Description du poste

Will you be our new Investment Advisor? In this challenging role, you’ll manage assets that can amount to a substantial sum and drive growth. You’ll clearly communicate your vision to clients and outline their investment opportunities. You’ll have the freedom to set your own schedule and prospect for new clients, while maintaining a strong focus on relationships with current clients and future generations.

Responsibilities

• You manage client assets of up to 5 million euros and ensure steady growth.
• You communicate your vision clearly and persuasively to clients, ensuring they feel fully understood.
• You provide a comprehensive overview of the investments and opportunities available.
• You will be responsible for invested assets in portfolios ranging from 150 to 200 million euros.
• You are responsible for setting your own schedule and actively work to expand opportunities within existing portfolios.
• You also have the freedom to approach new clients and conduct prospecting.
• You not only engage with current clients but also focus on future generations of clients.

Qualifications

• Holds a bachelor’s or master’s degree and preferably has valid PCP certifications.
• Has experience in a similar role.
• Is familiar with asset management.
• Can engage with clients and formulate a clear asset management strategy.
• Is capable of prospecting and attracting new clients, with the ability to effectively manage their own schedule and capitalize on opportunities within existing portfolios.
• Has an interest in investing and actively follows the stock market; this can be demonstrated through personal experience or passionate engagement.
• Speaks Dutch fluently and can express yourself professionally.
• Is a team player who isn’t afraid to take on less prestigious tasks, such as answering phone calls.
• Demonstrates flexibility in your approach and is proactive in tackling tasks.
• Is motivated to work in an ambitious firm that focuses on client relationships and personalized attention for clients.

Don’t meet all these criteria? No problem! With the right mindset, you’ll go far!

Benefits

• A permanent contract for a full-time position.
• A gross salary based on your experience.
• The possibility of a company car with a fuel card in the future.
• Attractive group insurance.
• A company cell phone.
• A team bonus, with no individual bonuses paid out, as the team comes first. This does not mean that there are no personal rewards.
• Participation in a cafeteria plan for extra flexibility in employee benefits.
• A stimulating work environment with room for proactivity and team spirit.