Job Description

 INTRODUCTION

The Client Relationship Intern will assist the Client Relationship team in supporting client servicing activities, maintaining accurate client records, and ensuring smooth coordination between clients, advisors, and internal teams. This internship provides hands-on exposure to client relationship management, operational processes, and service excellence within a professional environment.

Job Function

• Assist in managing client documentation and records
• Coordinate with advisors and internal departments on client-related matters
• Assist in responding to client enquiries and follow-ups
• Prepare solutions and generate reports, including but not limited to advisory reports, insurance quotations, or investment reports.
• 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 recently completed a Degree in Business Administration, Financial Services, Islamic Banking & Finance, or related disciplines 
• Possession of professional certifications such as CFP, IFP, RFP, or Shariah RFP (SHRFP) will be an added advantage 
• Strong communication and interpersonal skills, with a willingness to engage in sales-related activities 
• Detail-oriented with strong organisational and time management skills 
• Proficient in Microsoft Office applications (Word, Excel, PowerPoint) 
• Ability to work effectively in a team environment while maintaining confidentiality 
• Basic understanding of financial services and finance-related concepts

Skills