Investment Advisor: Build Wealth & Client Relationships

Axis Group; Vlaams-Brabant; On-site; EUR 42,000 - 64,000; Full time

Benefits offered by this job

A stimulating role

Career development

Attractive terms

Regional team

Job summary

Axis Group in Belgium seeks an Investment Advisor to manage a client portfolio and offer customized wealth solutions, collaborating with insurance, real estate, and telecoms experts.

You will build lasting client relationships, stay current on market trends, and develop your expertise within a dynamic, client-focused team in Leuven region. Some training and evening/Saturday availability may be required with compensation.

Qualifications

• Bachelor’s or Master’s degree in economics or finance or banking experience.
• Proven track record in maintaining client relationships and meeting targets.
• Energetic with commercial mindset and interest in financial solutions.
• Excellent communication and trust-building with clients.
• Willingsness to train and occasional evenings/Saturdays; Leuven region knowledge.

Responsibilities

• Manage and develop a client portfolio and support financial projects and wealth management.
• Identify client needs and present customized solutions with experts across insurance, real estate, and telecoms.
• Build long-term relationships and anticipate family financial needs.
• Collaborate with colleagues to ensure comprehensive service.
• Stay up to date on financial sector trends and translate them into client benefits.

Skills

Client portfolio management

Relationship management

Sales targets experience

Communication skills

Team collaboration

Education

Bachelor's/Master's in economics/finance

Tools

CRM software

Financial planning tools

Job description

Axis Group in Belgium seeks an Investment Advisor to manage a client portfolio and offer customized wealth solutions, collaborating with insurance, real estate, and telecoms experts.

You will build lasting client relationships, stay current on market trends, and develop your expertise within a dynamic, client-focused team in Leuven region. Some training and evening/Saturday availability may be required with compensation.