Investment Advisor - Financial Services Hasselt

Sander; Limburg; Híbrido; EUR 55 000 - 75 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Company car

Mobility budget €800

Charging card

Expense allowance €220

Meal vouchers €10/day

Eco vouchers

Insurance (group/hospitalisation/dent)

Discretionary annual bonus

30 holidays

Remote-workday after 6 months

Resumo da oferta

Sander in Hasselt is seeking a Client Advisor to manage private clients and strengthen the office in Hasselt, focusing on investments and wealth management rather than sales KPIs.

You will develop and service an existing portfolio, translate objectives into investment solutions across funds, equities, bonds, and ESG products, and build trusted client relationships. Native Dutch required; some remote work may be possible after six months.

Qualificações

• At least 4 years of experience in banking, investments or wealth management.
• Experience advising or managing private clients.
• Good knowledge of financial markets and investment products.
• Genuine interest in investing and financial markets.
• Strong relationship-management and communication skills.
• A mature, autonomous and client-first mentality.
• Native or near-native Dutch; French an advantage not required.

Responsabilidades

• Manage and develop an existing portfolio of private clients.
• Understand clients' objectives, risk profiles and investment horizons.
• Provide personalised investment advice and discuss portfolio positioning.
• Advise across different asset classes and investment solutions.
• Follow portfolios and proactively contact clients when appropriate.
• Independently organise client meetings and follow-up.
• Build sustainable relationships based on trust and expertise.
• Develop additional business through referrals and your local network.
• Contribute to the development and visibility of the Leuven office.

Conhecimentos

Relationship mgmt

Investment advisory

Financial markets knowledge

Dutch language

Descrição da oferta de emprego

For one of our clients, a prestigious Belgian investment firm active in wealth and investment services, we are looking for a Client Advisor to strengthen its office in Hasselt.

You will join an experienced team in a small local structure. You will progressively take responsibility for part of an existing private-client portfolio.

This opportunity is ideal for someone with experience in Private Banking, Retail Banking, Wealth Management or Investment Advisory who wants to move away from a highly KPI-driven environment and focus on client relationships, investment expertise and long-term advice.

Your role

As Client Advisor, you will manage and develop relationships with private clients in the Hasselt region. You will act as their trusted point of contact, understanding their financial situation, investment objectives, risk profile and investment horizon and translating these into appropriate investment solutions.

The model differs from traditional sales-driven retail banking: there are no individual sales KPIs and no cold-calling culture. Client satisfaction and high-quality advice are central. Business development through referrals, your network and existing relationships is welcome, but aggressive prospecting is not expected.

Your responsibilities

• Manage and develop an existing portfolio of private clients.
• Understand clients' objectives, risk profiles and investment horizons.
• Provide personalised investment advice and discuss portfolio positioning.
• Advise across different asset classes and investment solutions.
• Follow portfolios and proactively contact clients when appropriate.
• Independently organise client meetings and follow-up.
• Build sustainable relationships based on trust and expertise.
• Develop additional business through referrals and your local network.
• Contribute to the development and visibility of the Leuven office.

The position focuses entirely on investments and wealth management; you will not be expected to sell mortgages, consumer loans or other credit products.

You will advise across a broad investment universe including funds, equities, bonds, derivatives, structured products and ESG solutions, with some exposure to alternative and private-market investments where relevant.

Your profile

We are looking for a medior-to-senior professional with at least 4 years of relevant experience. Your current role could be Client Advisor, Investment Advisor, Personal Banker, Premium Banker, Junior Private Banker, Relationship Manager or Investment Specialist.

You bring:

• At least 4 years' experience in banking, investments or wealth management.
• Experience advising or managing private clients.
• Good knowledge of financial markets and investment products.
• Genuine interest in investing and financial markets.
• Strong relationship-management and communication skills.
• A mature, autonomous and client-first mentality.
• Native or near-native Dutch. French is an advantage but not required.

Autonomy is important. The organisation deliberately avoids micromanagement and expects you to independently manage your agenda, client meetings and relationships. You are mature, organised, client-oriented and commercially minded when opportunities arise, without being aggressively sales-driven.

Ultimately, client satisfaction and the quality of the relationship matter more than the number of calls or appointments completed.

Working environment & package

You report to the Head of Commercial, responsible for the Belgian branches. The broader commercial organisation meets weekly by video, while daily client management remains local.

After approximately 6 months, one remote-working day per week can be possible, subject to sufficient office coverage.

The package includes:

• Company car with a mobility/car budget of around €800 and electric-car options.
• Charging card and €220 net monthly expense allowance.
• €10 meal vouchers per working day and eco vouchers.
• Group, hospitalisation and dental insurance.
• Discretionary annual bonus.
• 30 holidays (20 statutory + 10 additional).
• Possibility of 1 remote-working day/week after approximately 6 months.