Stagiair Adviseur Vermogen regio Den Haag
Core
Internship for an Investment Advisor focusing on client conversations about investing, sales skills development, and handling inbound/outbound activities.
Role type
Investment Advisor Intern
Builds
Client relationships and investment portfolios for private and business customers
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
sales skills, conversation skills, initiative, feedback reception, flexibility
Preferred skills
WFT Vermogen certification, MiFID Informeren certification
Technologies
CRM systems, digital platforms
Responsibilities
Conduct outbound and inbound calls to generate leads and contact clients, develop conversation and sales skills under coaching, participate in performance dialogues, observe colleagues' presentations
Seniority
Intern
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