Financial Planning Internship
Job Summary
Finivo Capital Management is seeking a Finance intern to support financial planning and advisors. The role involves market research, analyzing financial profiles, and client relationship management. Candidates should possess a relevant degree and strong communication skills in Mandarin, English, and Malay.
Responsibilities
- Researching market Financial products
- Analyzing financial profile for personal financial planning
- Customer relationship management
- Drafting financial plan and general support to advisors
Required Skills
- Diploma/Bachelor Degree in relevant fields
- Proficient in Mandarin, English, and Malay
- Eager for learning and independent
Job Details
- 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