Financial Advisor Internship
Job Summary
This is an internship role at My Wishes Integrated Services located in Greater Kuala Lumpur with the opportunity for some remote work. The intern will be involved in financial planning, retirement planning, and financial services. You will assist the team on various tasks and projects while gaining comprehensive industry knowledge.
Responsibilities
- Assist with financial planning tasks
- Support wealth protection projects
- Engage in retirement and estate planning activities
Required Skills
- Financial planning fundamentals
- Sales and presentation skills
- Investment and insurance knowledge
Job Details
Requirements:
You Will Learn, You will Non-Stop Learning & Growing
1) The Basic of Financial Planning
2) Income Protection Planning
3) Medical / Healthcare Planning
4) Debt Cancellation Planning
5) Saving & investment Planning
6) Children’s Education Planning
7) Retirement Income Planning
8) Estate Planning with Will & Trust
9) Amazing Sales Cycle & Presentation
10) Recruitment For Future Success
11) Empowering Property Investment Strategies
12) Mutual Fund Investment / Mortgage Loan
13) Business Succession
14) Key-man Insurance
15) Buy-Sell Agreement
16) Liability Cancellation Planning