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

RM 500 - RM 800

Bandar Puteri Puchong

Internship

Job Description

  •  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 planning software and tools to create basic financial projections.
  • Conduct research on investment options, financial products, and market trends.
  • Aid in administrative tasks such as scheduling appointments, managing client files, and document preparation.
  • Assist in maintaining client databases and records in compliance with regulations.
  • Handle basic office tasks and support the smooth operation of the office.

Job Requirements

  •  Candidates must possess at least Diploma, Advanced/Higher/Graduate Diploma, Bachelor’s Degree in Finance, Investment, Accounting, Business Administrative, Marketing, Public Relations or related field.
  • Required language(s): Bahasa Malaysia, English. Prefer Mandarin.
  • Personal goal oriented, motivated, disciplined with an entrepreneur’s mindset.
  • Interested in Financial services.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with good organizational abilities.
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
  • Ability to work in a team and follow instructions.

Skills

Financial Services
Microsoft Office
Investments
Risk Management
Financial Planning

Company Benefits

Travel Around The World

Do you want to travel around the world?

Dream House

Do you want to own your dream house?

Dream Car

Do you want to own your dream car?


Additional Info

Company Activity

Last active - few hours ago

Experience Level

#NoExperienceNeeded

Career Level

Internship

Job Specialisation

Audit & Taxation, Corporate Finance / Investment, General / Cost Accounting


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Financial Planner Intern

Amazing Advisory Sdn. Bhd

RM 500 - RM 800

Bandar Puteri Puchong

Internship

This job is no longer available