
The Internship For Financial Planner is responsible for assisting clients in planning their finances and managing associated risks. This role provides a unique opportunity to gain practical experience in the financial services industry while helping clients achieve their financial goals.
As an intern for a financial planner at Amazing Advisory Sdn. Bhd, you will engage in marketing financial products and assist clients in planning their finances. You will also be involved in designing financial products tailored to client needs, ensuring a comprehensive understanding of financial services. Key Responsibilities: - Engage in marketing financial products. - Assist clients in planning their finances. - Manage associated risks for clients. - Design financial products tailored to client needs. - Communicate effectively with Mandarin-speaking clients. - Collaborate with team members to enhance service delivery. - Support the financial planning process to achieve client goals.
Candidates must possess at least a Diploma, Advanced/Higher/Graduate Diploma, or Bachelor’s Degree in Finance, Investment, Accounting, Business Administration, Marketing, Public Relations, or a related field.
Required language(s): Bahasa Malaysia, English; Mandarin preferred.
Personal goal-oriented, motivated, and disciplined with an entrepreneurial mindset.
Interest in financial services is essential.
Ability to work collaboratively and communicate effectively with clients.
Company
Amazing Advisory Sdn. Bhd
Location
Selangor
Salary
Undisclosed
Skills Required
7 skills
Click to submit your application
Financial Planning
Client Communication
Marketing
Risk Management
Team Collaboration
Problem Solving
Mandarin Proficiency