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This job is a Financial Planning Intern where you’ll get hands-on experience in finance while learning from experts. You might like this job because you’ll gain skills in investment strategies and meet clients directly—great for your career!
RM 2500 - RM 8000
Cheras, Selangor
Internship
Job Description
Financial Planning Intern
Launch your career in financial planning by gaining practical experience, receiving expert guidance, and engaging in real-world scenarios.
As an intern, you will acquire hands-on knowledge in personal finance, investment strategies, wealth management, and effective communication while collaborating with seasoned financial advisors.
What You'll Learn
- Financial Strategy Development
- Investment Basics
- Wealth Management Principles
- Client Interaction Techniques
- Communication & Presentation Abilities
- Digital Marketing Strategies
- Career Growth Insights
What You'll Do
- Assist with financial planning assignments
- Support client research and documentation
- Engage in training sessions
- Observe client meetings
- Contribute to marketing and social media efforts
- Join team meetings and events
Why Join Us?
- Monthly Internship Stipend
- Personalized Mentorship
- Organized Training Program
- Welcoming & Dynamic Work Environment
- Direct Client Interaction
- Opportunities for Career Growth
- Performance-Based Rewards
Job Requirements
• Currently pursuing Diploma or Bachelor's Degree
• Passionate about finance and investment
• Good communication skills
• Positive attitude
• Willing to learn
• Able to work independently and in a team
• No experience required
• Training will be provided
• Own transportation
• Able to communicate in English and Mandarin
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
Job Specialisation
Company Profile
