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Financial expert
BrusselsHybridHours negotiable<3months
This assignment involves independently developing an office as a financial expert, supported by an established family organization. You will combine entrepreneurship with professional financial advice and build lasting client relationships.
What you do
- Independently guide clients on home financing, insurance, pension planning, and wealth accumulation.
- Listen to client needs and translate them into a personal financial plan.
- Follow up on dossiers from A to Z.
- Continue to build lasting client relationships and develop the office.
- Combine entrepreneurship with professional financial advice.
What they ask
- Possess a bachelor's or master's degree, or equivalent experience.
- Experience within the banking or insurance sector.
- Be entrepreneurial and want to build your own office, with support.
- Be able to listen attentively and empathize well with the client's situation.
- Be accurate, stress-resistant, and take responsibility.
- Possess strong communication skills and easily build trust.
- Be digitally skilled and work smoothly with various software applications.
Practical
- Intensive initial training, followed by continuous coaching and further education.
- Unique software and digital tools to optimally advise clients.
- The freedom and responsibility of independent entrepreneurship, supported by a strong network.
- The strength of a family organization with over 25 years of experience and a strong brand in independent financial advice.
How to apply
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