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Internship Financial Planning Internship Program

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AI-generated summary

  • Prepare financial & legacy plans, join client strategy sessions, support sales/marketing.
  • Join a growth-minded advisory that gives real client exposure and mentorship.
  • Build planning, sales & personal-brand skills, grow your network, make impact!

RM 1000 - RM 5000

Puchong, Selangor

Job Description

Role Description

We are looking for motivated and growth-minded university students to join us as Financial Consultant Intern. We are not just looking for interns to do admin work, we believe internships should help young people to grow, to explore their potential and gain real life experience.

Client Advisory & Planning

  • Assist in preparing comprehensive financial and legacy plans, allowing you to gain practical knowledge of the wealth advisory process.
  • Participate in strategy sessions and client engagements, so that we can together deliver tailored financial solutions to our prospects.

Business Development & Marketing

  • Support daily sales and marketing initiatives, to help us connect with new clients and expand our market reach.
  • Collaborate on team projects and personal branding campaigns, allowing you to build your professional identity while driving our shared goals forward.

Your Growth & Impact

  • Command real-world exposure in sales, marketing, and business development to elevate your professional portfolio.
  • Cultivate essential skills in financial and legacy planning, setting a strong foundation for your future career in the industry.
  • Build your personal brand and expand your professional network by collaborating with experienced leaders.
  • Develop strong communication and leadership capabilities, positioning yourself as a confident professional ready for the corporate world.

This internship is suitable for students who want real exposure in multiple areas:

* Communication & Leadership

* Sales & Marketing

* Financial Planning

* Legacy Planning

* Personal Branding

* Teamwork & business development


Job Requirements

Qualifications & Experience

  • Malaysian citizen
  • Final year degree student or a fresh graduate seeking meaningful industry exposure

Hard Skills & Knowledge

  • Foundational understanding of business, finance, or marketing principles
  • Basic proficiency in utilizing digital communication and presentation tools

Soft Skills & Qualities

  • Positive attitude with a strong, genuine willingness to learn
  • Good communication skills to interact effectively within a team environment
  • Highly motivated and growth-minded approach to tackling new challenges

Skills

Financial Management
Financial Accounting
Business Development
Client Services
Financial Services

Company Benefits

Hybrid Work Arrangement

Balance remote work with in-office collaboration on your terms that prioritizes both your productivity and personal well-being.

Clear Career Growth

Turn your hard work into unlimited earnings with our performance-based reward structure!

Structure Mentorship Provided

Master your role from day one with our comprehensive training programs and dedicated mentors.


Additional Info

Experience Level

#NoExperienceNeeded

Career Level

Internship

Job Specialisation


Company Profile

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Finspiration Advisory

At Finspiration Advisory, we are a dynamic, ambitious, and trustworthy financial advisory group committed to empowering Malaysians with the knowledge and strategies needed for effective financial management.  Since our establishment in 2016, we have been dedicated to bridging financial literacy gaps and helping individuals take control of their financial future.