Investment Advisor Job Description
We are seeking a skilled Investment Advisor to manage relationships with high-net-worth clients in Belgium.
This is an exciting opportunity for someone who is passionate about finance and has excellent communication skills.
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About the Role
The Investment Advisor role is focused on building long-standing relationships with our clients, ensuring they receive exceptional service. You will be responsible for managing a book of high-net-worth relationships with approximately ?100-150 million in assets.
You will be the conduit between our clients, our investment committee, research and trading departments, and several service teams.
Key Responsibilities:
* Build and maintain strong relationships with clients
* Provide exceptional client service
* Proactively update clients on portfolio changes, financial markets, and current market strategy
* Work closely with the team to achieve business objectives
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Required Skills and Qualifications
To be successful in this role, you will need:
* 2+ years experience working with private clients within the banking/wealth management industry
* Sound knowledge of financial concepts, markets, and current events
* Native or fluent French and English skills (Flemish and Dutch is also highly beneficial)
* Excellent communication and interpersonal skills
* MiFID certification, training, or equivalent
* CFA or similar education is beneficial
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Benefits
We offer a competitive salary and benefits package including:
* 100% paid premiums for supplemental healthcare and dental plans
* 28 days annual leave, plus 11 paid holidays
* Enhanced maternity pay package
* Fertility benefit
* Retirement pension plan
* Gym subsidy
* Employee Assistance Program
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This is an in-office role, but based on your role, tenure, and performance eligibility, you may have the opportunity to participate in our hybrid work-from-home program.