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Amazing Advisory Sdn. Bhd

We are one of the nationwide's fastest growing financial product sales marketing company in cooperation with Great Eastern and OCBC Bank, specialized in helping client in risk management, retirement planning and investment. In view of our business expansion, we are seeking dynamic and confident individuals to join us.

We are committed to build a team of young millionaires and financial consultants to assist our client to achieving their financial goal while maintaining their financial security.

Company Overview

We are an established marketing company in financial services that is in partnership with Great Eastern and OCBC Bank offering complete wealth management and financial services to both individual and corporate clients.

Other Benefits:
<ul>
<li>We commit to a friendly and professional work environment.</li>
<li>We provide opportunities for career advancement within the company.</li>
<li>We provide training to develop skill and knowledge among our staffs</li>
<li>We provide free oversea trip every year&nbsp;</li>
</ul>

Why Join Us ?

<ul>
<li>&nbsp;Assist senior financial planners in preparing client meetings and presentations.</li>
<li>Participate in client meetings to observe and learn client interaction best practices.</li>
<li>Respond to client inquiries and provide basic information on financial products and services.</li>
<li>Help gather and organize client financial data, including income, expenses, assets, and liabilities.</li>
<li>Assist in performing financial assessments to support the development of financial plans.</li>
<li>Learn to use financial planning software and tools to create basic financial projections.</li>
<li>Conduct research on investment options, financial products, and market trends.</li>
<li>Aid in administrative tasks such as scheduling appointments, managing client files, and document preparation.</li>
<li>Assist in maintaining client databases and records in compliance with regulations.</li>
<li>Handle basic office tasks and support the smooth operation of the office.</li>
</ul>

This job is for a Financial Planner Intern. You might like this job because you&#x27;ll assist senior planners, learn about financial products, interact with clients, and support office operations. (237 characters)

A Financial Planner Intern is an entry-level position designed to expose to the world of financial planning and investment management.

Financial Services

Microsoft Office

Investments

Risk Management

Financial Planning




- Assist senior financial planners in preparing client meetings and presentations.


-Participate in client meetings to observe and learn client interaction best practices.


-Respond to client inquiries and provide basic information on financial products and services.


-Help gather and organize client financial data, including income, expenses, assets, and liabilities.


-Assist in performing financial assessments to support the development of financial plans.


-Learn to use...

Financial Planner Intern

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Amazing Advisory Sdn. Bhd