Apprenticeship – Wealth Advisor - Remote

Overview

This apprenticeship position as a Wealth Advisor offers an opportunity to develop skills in wealth management through a combination of academic training and practical experience in a partner company.

In Short

• Apprenticeship position with MBA ESG.
• Focus on client portfolio analysis and investment performance evaluation.
• Involvement in developing personalized wealth strategies.
• Assistance in managing client relationships and preparing financial assessments.
• Requires a minimum of Bac+2 or Bac+3 in relevant fields.
• Excellent communication and organizational skills are necessary.
• Contract includes one week of classes and two weeks of work.
• Training costs are covered by the company.
• Starts in October 2025 for a two-year program.
• Double diploma awarded upon completion.

Requirements

• Bac+3 in Banking, Finance, or related fields, or Bac+2 with 3 years of experience.
• Strong interpersonal and writing skills.
• Ability to analyze client situations comprehensively.
• Organized and capable of managing multiple tasks effectively.
• Customer-oriented with a professional demeanor.
• Experience in finance or wealth management is advantageous.

Benefits

• Competitive salary based on profile and age.
• Training costs paid by the employer.
• Opportunity to gain dual qualifications.
• Hands-on experience in a professional environment.
• Networking opportunities within the finance sector.