Pascal Vierstraete Email & Phone Number

Nijmegen

Schiphol

Nijmegen Area, Netherlands

- Helping clients in selecting important investment opportunities by assessing the short term and long term goals, maintaining a balance between assets and liabilities.- Discussing with clients to assess the investment needs and advising on the available investment opportunities including the risks involved.- Presenting clients with information on new and existing products and services. Building and maintaining strong relationships with clients, helping them to track their progress over time.- Advising clients regarding the advantages and disadvantages of different investment strategies Identified and selling the appropriate investment services to customers. - communicating complex information to clients to make them aware of their options and help them assess the relative merits of different financial plans.

Arnhem

- Contact clients periodically to determine if there have been changes in their financial status.- Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.- Interview clients to determine their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan.- Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.- Answer clients' questions about the purposes and details of financial plans and strategies.

Utrecht Area, Netherlands

- Pro-actively call the assigned customers to ensure their experience with our solutions matches their expectations and that they are satisfied with the products and services- Identify opportunities for upgrades and growth- Maintain close relationship with resellers - Responsible for the existing customer base as well as acquiring new resellers. Daily interaction with resellers both on site (meetings, trainings) as over the phone.

Nijmegen Area, Netherlands

- Dealing with customers and logistical partners. This included solving daily issues or escalating them to the Management, discussing objectives and targets with team members, holding regular performance reviews, discussing training needs and initiating small projects to improve team efficiency- Managing daily Logitech customer order intake for Austrian and Swiss Distributors and Retailers- Communicating with Logitech customers and Sales offices on order status, allocations, returns, claims and status on Sales results versus targets- Helping in the implementation of the new operating system Oracle

Bc., Heao / Economic Linguistic Studies

Erasmus Exchange Program

Wft Vermogen

Wft Consumptief Krediet

Wft Basis

Dsi Beleggingsadviseur

Registratienummer 19733

Beroepsspecialisatie Opties- En Futureshandel

Algemene Opleiding Bankbedrijf

Belastingpraktijk Voor De Particulier En De Belegger

Effectenbedrijf

Beleggingsadvisering

Dsi - Integriteitsmodule

Grondbeginselen Zakelijke Kredietverlening

Certificate In English For International Business And Trade