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Life & Pension Advisor

Michael Page
Full-time Belgium, Belgium Financial Specialists
Posted:
February 27, 2026
Location:
Belgium, Belgium, Belgium

Job Description


  • Manage and further develop a client portfolio in life insurance, pension planning, and investment products.

  • Conduct in‑depth financial and patrimonial analyses and co‑create long‑term financial plans with clients.

  • Provide independent and holistic advice integrating tax law, corporate law and estate planning.

  • Ensure regular client meetings, portfolio reviews, and proactive follow‑up to strengthen long‑term relationships.

  • Identify commercial opportunities while respecting legal and compliance frameworks.

  • Actively prospect new clients and participate in networking actions, local business communities, and commercial events.

  • Collaborate with internal and external specialists (accountants, lawyers, investment advisors).

  • Ensure accurate follow-up of all cases until completion and promote cross‑selling and up‑selling opportunities.

  • Maintain up‑to‑date knowledge of financial and tax regul...

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Job Overview

Job Type: Full-time
Location: Belgium, Belgium
Posted: February 27, 2026
Deadline: April 08, 2026