Financial Planning Intern
Job Summary
This internship position involves researching market financial products and analyzing profiles for personal financial planning. The intern will assist financial advisors with drafting plans, customer relationship management, and participating in meetings. Additionally, the role includes gaining exposure to HR recruitment processes.
Responsibilities
- Research financial market products
- Analyze client financial profiles
- Draft personal financial plans
- Support senior financial advisors
- Assist with HR recruitment processes
Required Skills
- Degree in Finance, Business, or related field
- Proficiency in Mandarin, English, and Malay
- Strong desire to learn
- Self-disciplined and independent
Job Details
Responsibilities:
- Researching market Financial products
- Analyzing financial profile for personal financial planning
- Attending conferences and meeting
- Customer relationship management of companies clients
- Learning HR process of recruit potential intern
- Drafting financial plan
- General support to financial advisors of the company
Requirements:
- Minimum Diploma/ Bachelor Degree in Finance, Business Administration, Accounting, Marketing, Human Resource or other relevant fields. Other Diploma/ Bachelor Degree are encouraged to apply.
- Candidate should be able to communicate and write in Mandarin (due to business nature), English and Malay languages.
- Attitude: Eager for learning, Independent, Good follower, Good self-disciplined