Job Description

Company Description

Established in 2010, My Wishes Integrated Services specializes in financial planning, estate planning, and wealth protection solutions for individuals and small business owners. Their mission is to empower clients with innovative strategies to build lasting legacies. They aim to be the most trusted partner in estate planning and wealth protection, making financial security accessible to all.

Role Description

This is an internship role at My Wishes Integrated Services located in Greater Kuala Lumpur with the opportunity for some remote work. The Intern will be involved in financial planning, finance, retirement planning, communication, and financial services within the team, assisting on various tasks and projects.

You Will Learn, You will Non-Stop Learning & Growing

1) The Basic of Financial Planning

2) Income Protection Planning

3) Medical / Healthcare Planning

4) Debt Cancellation Planning

5) Saving & investment Planning

6) Children’s Education Planning

7) Retirement Income Planning

8) Estate Planning with Will & Trust

9) Amazing Sales Cycle & Presentation

10) Recruitment For Future Success

11) Empowering Property Investment Strategies

12) Mutual Fund Investment / Mortgage Loan

13) Business Succession

14) Key-man Insurance

15) Buy-Sell Agreement

16) Liability Cancellation Planning

Job Requirements

Responsibilities

Client support & communication

• Assist advisors in preparing client-facing materials for financial, retirement, and estate planning meetings.
• Support client follow-ups, schedule appointments, and maintain clear records of conversations and action items.

Financial planning & research

• Gather and analyse basic financial data to help build personalised plans across income protection, healthcare, savings, investments, and education planning.
• Research products and policy features related to mutual funds, mortgages, key-man insurance, buy-sell agreements, and business succession to support recommendations.

Sales cycle & team operations

• Prepare presentation decks and sales materials that explain solutions simply and professionally.
• Support recruitment activities and administrative tasks that keep the team organised, including documentation for applications and client files.

Requirements

Qualifications & Experience

• Currently pursuing a diploma or degree in Finance, Accounting, Economics, Business, or a related field, or recent graduate seeking internship experience.
• Interest in financial planning, estate planning, and wealth protection, with a willingness to learn across multiple product areas listed in the role.

Hard Skills & Knowledge

• Comfortable with Microsoft Office, especially Excel for basic data work, and able to create clear presentation slides.
• Basic understanding of insurance and investment concepts is preferred, or a demonstrated willingness to learn them quickly.

Soft Skills & Qualities

• Clear communicator who can present information simply and interact professionally with clients and colleagues.
• Detail-oriented, reliable, and eager to learn; able to work collaboratively in a small team and adapt to a hybrid working arrangement in Greater Kuala Lumpur.

Skills