Financial Planning Intern
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, finance, retirement planning, communication, and financial services within the team. The intern will assist on various tasks and projects while gaining comprehensive knowledge in wealth protection and estate planning strategies.
Responsibilities
- Assisting with financial planning tasks
- Supporting finance and retirement planning projects
- Engaging in communication and financial services workflows
Required Skills
- Financial planning fundamentals
- Basic finance and investment knowledge
- Communication skills
- Willingness to learn wealth protection strategies
Job Details
Role Description: 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, finance, retirement planning, communication, and financial services within the team, assisting on various tasks and projects.
You Will Learn:
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