Financial Trainee min 21 jaar
Core
A trainee role in financial advisory covering investment, taxation, and wealth building, with a path to becoming a senior advisor.
Role type
Financial Trainee (Internship)
Builds
Client portfolios, financial strategies, and advisory presentations
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, client communication, regulatory knowledge (FSMA, MiFID II), portfolio management
Preferred skills
Business management, economics, law, marketing
Technologies
Financial planning tools, CRM systems
Responsibilities
Shadow experienced advisors during client meetings, prepare client dossiers and analyses, support in client presentations, learn about sector regulations
Seniority
Internship / Entry-level