AI-generated summary
- Assist financial planning: attend training, observe client meetings, prepare proposals.
- Structured training and mentorship in wealth, risk and client communication.
- Build real client-advisory, presentation, branding and biz-dev skills fast!
RM 2500 - RM 8000
7a, Jalan Sri Pagi, Taman Mudun, Cheras, Selangor
Job Description
This internship is designed for students who are interested in exploring a future career in Financial Planning and Wealth Management.
You'll gain practical exposure to client advisory, financial planning, communication, and business development through structured training and mentorship.
What You'll Learn
- Financial Planning
- Wealth Management
- Risk & Protection Planning
- Client Communication
- Presentation Skills
- Personal Branding
- Business Development
What You'll Do
- Assist in financial planning activities
- Attend training and coaching sessions
- Observe client discussions
- Prepare simple financial proposals
- Support marketing initiatives
- Participate in team activities
Job Requirements
We're looking for someone who:
- Has genuine interest in Financial Planning and Wealth Management
- Enjoys meeting and communicating with people
- Is willing to learn in a client-facing environment
- Is proactive and takes initiative
- Wants to build a long-term professional career
- Able to communicate in English and Mandarin
- Own transportation
Skills
Company Benefits
Structured Training
Weekly professional training, sales coaching, financial planning knowledge, and practical skill development to accelerate your career.
One-to-One Mentorship
Learn directly from experienced leaders with personalised coaching, field guidance, and continuous support.
Performance Incentives
Enjoy monthly performance rewards, cash incentives, recognition programmes, and achievement-based contests.
Career Advancement
Clear career progression with opportunities to become a senior consultant, leader, or agency manager.
Overseas Incentive Trips
Top performers may qualify for local and international incentive trips as recognition for outstanding performance.
Supportive Team Culture
Work in a collaborative environment where team members support one another to achieve shared success.
Additional Info
Company Activity
Last active - few hours ago
Experience Level
#NoExperienceNeeded
Career Level
Internship
Company Profile
