Wealth Planner & Life Goals Advisor

Wilink Insurance; Brussel; On-site; EUR 50,000 - 80,000; Full time

Job summary

Jobtailor in Brussels is seeking a client-focused financial advisor to manage portfolios and guide clients through complex decisions. You will meet clients in person, build trust, and pursue commercial targets while staying abreast of tax and financial legislation.

You bring 3+ years in financial advisory, a degree in economics/legal/business, and licenses to advise. Strong listening, empathy, initiative, and negotiation are essential to succeed in this role in Brussels.

Qualifications

• Bachelor's or Master's degree with an economic, legal, or business orientation.
• Minimum 3 years' commercial experience in financial advisory.
• Strong listening skills and empathy.
• Initiative, autonomy, method and organizational skills.
• Negotiation skills.
• Client-oriented mentality.
• Motivated by achieving results.
• Holds the required financial licenses to advise clients.

Responsibilities

• You manage and develop your clients' securities portfolios on a daily basis.
• You build a trusting relationship and meet clients in person.
• You seize opportunities to achieve your commercial targets.
• You act as a financial planner for your clients.
• You implement a comprehensive plan to help them achieve their life goals.
• You assess the financial and wealth situation of our clients.
• You advise clients on a wide range of financial products and services.
• You serve as a bridge between your clients and other specialists.
• You stay up to date on tax and financial legislation.

Skills

Strong listening skills

Empathy

Initiative

Autonomy

Organizational skills

Negotiation

Client-oriented

Results-driven

Education

Bachelor's/Master's degree in economics/legal/business

Job description

Jobtailor in Brussels is seeking a client-focused financial advisor to manage portfolios and guide clients through complex decisions. You will meet clients in person, build trust, and pursue commercial targets while staying abreast of tax and financial legislation.

You bring 3+ years in financial advisory, a degree in economics/legal/business, and licenses to advise. Strong listening, empathy, initiative, and negotiation are essential to succeed in this role in Brussels.