Financial Planner Internship
Job Summary
The Financial Planner Intern will assist in marketing financial products and designing tailored financial plans for clients. The role involves supporting risk management processes and providing financial planning assistance. Fluency in Mandarin is preferred to effectively support the firm's Mandarin-speaking clientele.
Responsibilities
- Market financial products
- Design client financial plans
- Assist with risk management
- Provide financial planning support
Required Skills
- Finance/Accounting/Business background
- Fluency in English and Bahasa Malaysia
- Mandarin proficiency preferred
- Entrepreneurial mindset
- Goal-oriented
Job Details
Responsibilities:
- Marketing financial products to clients.
- Help to plan and design a proper financial products according to clients needs.
- Assist on risk management.
- Assist on financial planning.
Requirements:
- Candidates must possess at least Diploma, Advanced/Higher/Graduate Diploma, Bachelor’s Degree in Finance, Investment, Accounting, Business Administrative, Marketing, Public Relations or related field.
- Required language(s): Bahasa Malaysia, English. Prefer Mandarin (as role requires candidate to deal with mandarin speaking clients).
- Personal goal oriented, motivated, disciplined with an entrepreneur’s mindset.
- Interested in Financial services.