Expert investissements, Ieper

Job Responsibilities

• Develop and implement tailored investment strategies for clients based on their financial goals and risk tolerance.
• Provide expert advice on asset allocation, portfolio diversification, and market opportunities.
• Monitor and analyze market trends, economic indicators, and financial news to optimize investment decisions.
• Manage and oversee investment portfolios, ensuring alignment with clients' objectives and regulatory requirements.
• Conduct regular portfolio reviews and recommend adjustments to maximize returns.
• Assess and mitigate risks through strategic asset selection and rebalancing.

Client Relationship & Business Development

• Build and maintain strong relationships with clients, providing them with personalized investment solutions.
• Identify new business opportunities and expand the client portfolio through networking and referrals.
• Work closely with internal teams (financial planners, tax advisors) to offer a holistic wealth management approach.

Regulatory Compliance & Reporting

• Ensure all investment activities comply with financial regulations and company policies.
• Prepare reports and presentations on investment performance and market outlook.
• Stay up to date with legal and compliance requirements in the investment sector.

Continuous Learning & Market Analysis

• Keep up with industry trends, emerging markets, and innovative financial products.
• Participate in professional development programs and certifications to enhance expertise.

Minimum Requirements

• You have at least 1 year of experience in the retail banking sector.
• You have experience in Sales (preferably in a Retail Banking or Business Banking context).

Benefits

• Generous holiday leave and a positive work-life balance.
• A supportive and collaborative company culture that values employee growth and development.
• The opportunity to work for a reputable bank in the heart of Bruxelles.