Job Description

Ready to start your career in financial advice with non-stop learning and real client impact? Working with us at MY WISHES INTEGRATED SERVICES means joining a small, experienced team that has helped individuals and small businesses protect wealth and plan legacies since 2010. We focus on practical financial planning, clear communication, and making estate and retirement advice accessible across Greater Kuala Lumpur.

This internship in Greater Kuala Lumpur offers hands-on experience building client relationships and designing tailored plans across income protection, healthcare, savings and investment, and debt cancellation. You will be involved in the full advisory journey from needs analysis, sales presentation, and recruitment support to estate planning, wills and trusts, with some remote flexibility. Expect structured coaching, progressive client exposure, and measurable goals to track your growth.

Your Growth & Impact

• Build a core financial planning toolkit covering income protection, medical and healthcare planning, debt cancellation strategies, and basic retirement modelling. Work on case studies and real client files using our CRM and tools to convert theory into client-ready recommendations.
• Master the sales cycle and presentation craft for financial services, from lead qualification to closing and aftercare. Practice delivery, objection handling, tailored proposals, and role-play sessions with senior advisor feedback.
• Develop technical knowledge in savings strategies, mutual funds, mortgage basics, property investment concepts, and retirement income planning. Apply these product concepts in client plans while learning compliance, ethical standards, and basic financial calculations.
• Expand your estate planning capabilities including wills, trusts, business succession, key-man insurance, buy-sell agreements, and liability cancellation planning. Assist with document preparation and coordination with legal or tax partners under supervision.
• Practice client communication, relationship management, and recruitment support to help grow our advisory team. Receive regular mentorship, performance reviews, and clear milestones to measure your progression toward a licensed advisory role within the company.

Job Requirements

What You Will Learn and Develop

We believe in continuous learning, professional development, and personal growth. During your internship, you will be introduced to the following areas:

1. Fundamentals of Financial Planning

• Understanding the principles and processes of comprehensive financial planning.
• Assessing financial goals, cash flow, assets, and liabilities.

2. Personal Financial Protection

• Income protection and risk management planning.
• Medical and healthcare planning.
• Debt protection and liability management.

3. Savings, Investment and Wealth Accumulation

• Savings and investment strategies.
• Mutual fund and investment portfolio fundamentals.
• Property investment strategies and mortgage financing.

4. Education and Retirement Planning

• Children's education funding strategies.
• Retirement income planning and financial independence.

5. Estate Planning and Wealth Transfer

• Will writing and trust planning fundamentals.
• Wealth preservation and intergenerational wealth transfer.
• Business succession planning.

6. Business Protection and Continuity

• Keyman insurance and business risk protection.
• Buy-sell agreements and business ownership succession.
• Business continuity and succession strategies.

7. Sales, Marketing and Communication

• Understanding the professional sales cycle.
• Developing effective presentation and communication skills.
• Building client relationships and managing follow-ups.

8. Recruitment and Business Development

• Understanding recruitment strategies and talent development.
• Exploring team-building and leadership development.
• Learning how to build a sustainable financial services business.

Your Growth, Our Commitment

At My Wishes Integrated Services, we believe that learning never stops and growth comes from continuous development and real-world exposure.

Our internship programme is designed to help you broaden your knowledge, strengthen your professional capabilities, and explore future career opportunities in financial planning and wealth management.

Join us to learn, grow, and build a strong foundation for your future career.

Skills