Senior Private Wealth Investment Advisor

Sander Brussels; Antwerpen; On-site; EUR 70,000 - 110,000; Full time

Job summary

The Belgian stockbroking firm in the Mechelen region seeks an experienced Relationship Manager to be the primary contact for a private client portfolio, advising on investments, portfolio management and wealth planning.

You will analyze clients' financial situations, objectives and profiles to tailor solutions, build long-term relationships with discretion, and collaborate with internal specialists to deliver high-quality, independent advice.

Qualifications

• University degree required.
• At least 5 years in Relationship Manager/Investment Advisor or similar.
• PCP obligations fulfilled.
• Strong knowledge of financial markets and portfolio management.
• Dutch native; fluent in French and English.
• Client-centric approach and long-term relationships.
• Autonomous, discreet and analytically strong.
• Existing network to develop in Mechelen region.
• Proficient in MS Office (Outlook/Word/Excel/PowerPoint).

Responsibilities

• Advise clients on investment decisions and portfolio optimization.
• Analyze clients' financial situations and objectives.
• Maintain long-term client relationships with discretion and trust.
• Develop and expand the client network in the Mechelen region.
• Collaborate with internal specialists to deliver high-quality advice.

Skills

Relationship mgmt

Investment advisory

Analytical skills

Organisational skills

Autonomy

MS Office

Education

University degree

Tools

Outlook

Word

Excel

PowerPoint

Job description

The Belgian stockbroking firm in the Mechelen region seeks an experienced Relationship Manager to be the primary contact for a private client portfolio, advising on investments, portfolio management and wealth planning.

You will analyze clients' financial situations, objectives and profiles to tailor solutions, build long-term relationships with discretion, and collaborate with internal specialists to deliver high-quality, independent advice.