Adviseur Bank & Verzekeringen
Core
Advise private clients on financial and protection solutions including daily banking, financing, asset protection, and pension savings.
Role type
Senior IC financial advisor
Builds
Tailored banking and insurance products for individual clients
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
proactive client guidance, digital channel support, relationship building, team collaboration, clear communication in Dutch and French
Preferred skills
higher education diploma, 3+ years in customer-facing environment
Technologies
Teams, online banking platforms
Responsibilities
Proactively guide clients to realize short and medium-term projects, support clients in using digital tools, contribute to commercial targets
Seniority
Mid-level, hands-on IC