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- Handle client docs, onboarding, queries and internal system updates; coordinate with advisors.
- Join Wealth Vantage Advisory to support client-focused advisory ops.
- Gain hands-on client servicing, reporting and advisor exposure!
Undisclosed
Desa Pandan, Kuala Lumpur
Internship
Be an early applicant
Job Description
JOB SCOPE:
- Assist in managing client documentation and records
- Support client onboarding and servicing processes
- Coordinate with advisors and internal departments on client-related matters
- Assist in responding to client enquiries and follow-ups
- Maintain and update client information in internal systems
- Support preparation of reports, submission to provider, and client correspondence
- Perform ad-hoc administrative and client support tasks as assigned
Job Requirements
REQUIREMENTS:
- Currently pursuing or completed a Degree in Business Administration, Financial Service, or related fields
- Holding certifications such as CFP, IFP, RFP, or SHRFP is advantageous
- Good communication and interpersonal skills
- Detail-oriented with strong organizational skills
- Master in proficiency in Microsoft Office (Word, Excel, PowerPoint)
📍 Location: Desa Pandan, Kuala Lumpur
🎓 Open to degree students who are eager to learn, proactive, and ready to gain valuable industry experience.
📩 Apply Now!
Send your resume to hr@wealthvantage.com.my and start your journey with us.
Build your future. Gain real experience. Grow with Wealth Vantage Advisory!
Skills
Document Management
Record Keeping
Client Onboarding
Client Services
Coordinating
Follow-Up Care
Ad Hoc Reporting
Administrative Support
Additional Info
Company Activity
Last active - few hours ago
Experience Level
#NoExperienceNeeded
Career Level
Internship
Company Profile
Wealth Vantage Advisory Sdn Bhd
Comprehensive Financial Services: Wealth Vantage Advisory offers a broad spectrum of services, such as full financial planning, modular financial planning, and financial health checks, catering to diverse client needs.
Client-Centric and Personalized Approach: The firm is committed to a structured and personalized approach, working closely with clients to navigate financial complexities and optimize resources,...