Expert Invest Hasselt
Core
Actively manage and grow a portfolio of savers and investors ('solo savers') outside the Premium segment, proactively contacting clients to transform them into active investors and develop tailored investment strategies.
Role type
Senior IC investment advisor (retail banking)
Builds
Client investment portfolios and long-term wealth management strategies
Domain
Retail banking / Wealth management
Deliverable
client delivery
Required skills
Portfolio management, proactive client acquisition, financial analysis, regulatory compliance, local market knowledge, product knowledge (investments, protection, wealth, daily banking)
Preferred skills
Marketing knowledge, ability to explain complex topics simply, autonomy
Responsibilities
Proactively contact clients (min. 4 appointments/day), conduct asset profile analysis, develop future-oriented investment strategies, build long-term client relationships, represent the office at local events, achieve commercial targets, handle transactions professionally
Seniority
Senior, hands-on IC