Internship for Financial Planning

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AI-generated summary

  • Research financial products, analyze profiles, draft plans, support advisors.
  • Join an advisor-led team delivering personal financial planning and client care.
  • Hands-on exposure to meetings, conferences and HR recruiting; real finance impact!

RM 700 - RM 1000

L3-6 Menara Mutiara Sentral, 2 Jalan Desa Aman 1, Cheras Business Centre, 56000 KL, Kuala Lumpur

Job Description

- Researching market Financial products

- Analyzing financial profile for personal financial planning

- Attending conferences and meeting

- Customer relationship management of companies clients

- Learning HR process of recruit potential intern

- Drafting financial plan.
- General support to financial advisors of the company.


Job Requirements

- Minimum Diploma/ Bachelor Degree in Finance, Business Administration, Accounting,  Marketing, Human Resource or other relevant fields. Other Diploma/ Bachelor Degree are encouraged to apply.

- Candidate should be able to communicate and write in Mandarin (due to business nature) , English and Malay languages.

- Attitude: Eager for learning, Independent, Good follower, Good self- disciplined


Skills

Microsoft Office

Additional Info

Company Activity

Last active - few hours ago

Experience Level

#NoExperienceNeeded

Career Level

Internship

Job Specialisation


Company Profile

Finivo Capital Management-logo-image

Finivo Capital Management