Alex Moeskops
Financial Advisor at A&H Finance- Claim this Profile
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Chinese (Mandarin), English, and Dutch -
Topline Score
Bio
Credentials
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Wet op het Financieel Toezicht (WFT) Schade Particulier
Wet financieel toezichtOct, 2022- Nov, 2024 -
Wet op het financieel toezicht (Wft) Basis
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Wet op het financieel toezicht (Wft) Hypothecair krediet
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Wet op het financieel toezicht (Wft) Vermogen
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Experience
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A&H Finance
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Netherlands
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Sep 2020 - Present
- Mortgage Advisor: Based on a thorough analysis of client information, deciding on a suitable lender, interest rate fixed time period, mortgage amount, tax-related issues, and future prospects. - Providing clients with advice on life, disability, and unemployment insurance - Giving seminars online about mortgages - Mortgage Advisor: Based on a thorough analysis of client information, deciding on a suitable lender, interest rate fixed time period, mortgage amount, tax-related issues, and future prospects. - Providing clients with advice on life, disability, and unemployment insurance - Giving seminars online about mortgages
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De Hypotheker
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Netherlands
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Financial Services
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400 - 500 Employee
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Hypotheker Contact Centre
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Mar 2019 - Sep 2019
- Helping clients with mortgage applications - Managing the chat function and e-mail of the hypotheker - Delegating tasks to (student) coworkers - Helping clients with mortgage applications - Managing the chat function and e-mail of the hypotheker - Delegating tasks to (student) coworkers
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Talent&Pro
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Netherlands
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Financial Services
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200 - 300 Employee
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Trainee
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Mar 2019 - Sep 2019
Trainee Financial services Trainee Financial services
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A&F Investments
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Netherlands
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Higher Education
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1 - 100 Employee
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Member of A&F Investments
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Jan 2017 - Jan 2018
A&F Investments is an investment club of Tilburg University with 30 members, in which we managed a portfolio of 15.000 euros consisting of multiple stocks, ETF’s, and other securities. Main activities were giving stock pitches in groups, evaluating the current portfolio, and making valuations of several firms. A&F Investments is an investment club of Tilburg University with 30 members, in which we managed a portfolio of 15.000 euros consisting of multiple stocks, ETF’s, and other securities. Main activities were giving stock pitches in groups, evaluating the current portfolio, and making valuations of several firms.
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Asset | Accounting & Finance
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Netherlands
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Higher Education
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1 - 100 Employee
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Study Tour Singapore & Malaysia
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Jan 2017 - Oct 2017
The A&F Study tour (2017) committee organized a study trip to Singapore and Malaysia for 28 university students. My position was external affairs. My main responsibilities were arranging the company visits and other educational visits during our trip. Besides this, I helped with booking flights, negotiating with several airliners, and making a planning for the whole study trip. The company visits during the trip that I arranged include: Bloomberg, Bursa Malaysia stock exchange, Rabobank, and Accelerasia. Show less
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Education
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Rotterdam School of Management, Erasmus University
Master's degree, Finance & Investments -
National Taiwan Normal University
Chinese Language -
Tilburg University
Bachelor's degree, Business/Managerial Economics -
National Taiwan University