Stagiair Adviseur Vermogen regio Zwolle
Core
Internship for an Investment Advisor focusing on client conversations about investing, sales skills development, and handling inbound/outbound activities.
Role type
Internship for Investment Advisor
Builds
Client relationships and leads for the Guided model (€50k–€500k invested assets)
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
sales skills, conversation skills, initiative, feedback reception, flexibility
Preferred skills
WFT Vermogen, MiFID Informeren
Technologies
None stated
Responsibilities
Conduct outbound and inbound calls to develop conversation skills, participate in performance dialogues, observe colleagues, achieve required professional diplomas
Seniority
Internship
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