Internship Financial Advisor/Financial Sales Representative – AWG ASPIRE WEALTH
Role Summary
The Internship Financial Advisor/Financial Sales Representative is responsible for assisting in financial planning and client service. This role involves collaborating with a team and engaging with potential clients to enhance their financial knowledge and services.
Job Description
The intern will participate in daily financial planning workshops and independently meet with potential clients to address their service needs. This position offers a dynamic work environment focused on learning and professional development.
Key Responsibilities:
- Assist in conducting financial planning workshops.
- Meet with potential clients to discuss their financial needs.
- Support the team in preparing financial plans.
- Research various financial products and services.
- Help in managing client relationships and follow-ups.
- Participate in training sessions to enhance financial knowledge.
- Collaborate with team members on financial strategies.
Job Requirements
Bachelor's Degree in Accounting, Finance, Actuarial Science, Business Administration, Marketing or related field.
Discipline and high commitment.
Ability to communicate well in English, Bahasa Malaysia, and Mandarin.
Possession of own transport.
CFP / RFP qualification is an added bonus.
Quick Info
Company
AWG ASPIRE WEALTH
Location
Kuala Lumpur
Salary
MYR 300 - 500
Skills Required
6 skills
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Required Skills
Financial Planning
Client Communication
Research
Team Collaboration
Problem Solving
Time Management
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