Portfolio Manager M/V/X

Beschrijving van het bedrijf

Our client is a Belgian financial boutique specializing in independent asset management, wealth coaching, and economic advisory. They emphasize sustainability, long-term value creation, and a high-conviction investment philosophy.

Beschrijving van de functie

• Craft personalized investment strategies in line with client goals and risk tolerance
• Build and manage portfolios - monitoring allocations, rebalancing, and performance analysis
• Conduct market research and identify investment opportunities and threats
• Maintain ongoing communication with clients: reporting, reviewing goals and adjustments
• Collaborate with internal experts (economists, wealth coaches) to integrate holistic financial advice

Jouw profiel

• Strong analytical skills and attention to detail, with a drive for data-supported decisions
• Excellent interpersonal and communication abilities, adept at client interaction
• Commercial mindset with capacity to proactively grow client base
• Ethical, humble, and entrepreneurial in approach
• Degree in finance, economics, or related field; CFA/CFP preferred
• Languages: Fluent in Dutch; savvy in English and/or French

Taalvaardigheden

• Frans (troef)

  • Begrijpen : Vaardig - (C1)
  • Schrijven : Vaardig - (C1)
  • Lezen : Vaardig - (C1)
  • Spreken : Vaardig - (C1)