Financial Trainee min 21 jaar (Antwerpen)
Core
Financial trainee/intern supporting advisors with client dossiers on investing, taxation, and wealth building, with a path to becoming a senior advisor.
Role type
Financial trainee/intern (path to senior advisor)
Builds
Client portfolios, investment strategies, tax planning, and insurance products
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial analysis, client communication, portfolio management, regulatory compliance (FSMA, MiFID II), presentation skills
Preferred skills
Business management, finance, economics, law, or marketing background
Technologies
Financial planning tools, CRM systems
Responsibilities
Shadowing experienced advisors during client meetings, preparing client dossiers and presentations, learning about investment portfolios and tax planning, supporting team operations
Seniority
Entry-level / Intern