Financial Trainee min 21 jaar
Core
A trainee role involving shadowing experienced advisors, learning client advisory processes, and supporting financial dossier preparation.
Role type
Financial Trainee (Intern)
Builds
Client advisory portfolios and financial strategies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, client communication, regulatory knowledge (FSMA, MiFID II), portfolio management basics
Preferred skills
Business management, economics, law, marketing
Technologies
Financial planning tools, CRM systems
Responsibilities
Shadow experienced advisors during client meetings, prepare client dossiers and presentations, learn about investment portfolios and tax planning, support team operations
Seniority
Entry-level / Intern
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