Financial Planning Intern
Job Summary
We are looking for motivated and growth-minded university students to join us as Financial Consultant Intern. This internship provides hands-on experience in client advisory, financial planning, business development, and marketing. Interns will work alongside experienced leaders to build professional skills and real-world industry exposure.
Responsibilities
- Assist in preparing comprehensive financial and legacy plans
- Participate in strategy sessions and client engagements
- Support daily sales and marketing initiatives
- Collaborate on team projects and personal branding campaigns
Required Skills
- Malaysian citizen, final year student or fresh graduate
- Foundational understanding of business, finance, or marketing
- Basic proficiency in digital communication and presentation tools
- Positive attitude, willingness to learn, and strong communication skills
Job Details
Role Description
We are looking for motivated and growth-minded university students to join us as Financial Consultant Intern. We are not just looking for interns to do admin work, we believe internships should help young people to grow, to explore their potential and gain real life experience.
Client Advisory & Planning
Assist in preparing comprehensive financial and legacy plans, allowing you to gain practical knowledge of the wealth advisory process.
Participate in strategy sessions and client engagements, so that we can together deliver tailored financial solutions to our prospects.
Business Development & Marketing
Support daily sales and marketing initiatives, to help us connect with new clients and expand our market reach.
Collaborate on team projects and personal branding campaigns, allowing you to build your professional identity while driving our shared goals forward.
Your Growth & Impact
Command real-world exposure in sales, marketing, and business development to elevate your professional portfolio.
Cultivate essential skills in financial and legacy planning, setting a strong foundation for your future career in the industry.
Build your personal brand and expand your professional network by collaborating with experienced leaders.
Develop strong communication and leadership capabilities, positioning yourself as a confident professional ready for the corporate world.
This internship is suitable for students who want real exposure in multiple areas:
* Communication & Leadership
* Sales & Marketing
* Financial Planning
* Legacy Planning
* Personal Branding
* Teamwork & business development
Requirements
Qualifications & Experience
Malaysian citizen
Final year degree student or a fresh graduate seeking meaningful industry exposure
Hard Skills & Knowledge
Foundational understanding of business, finance, or marketing principles
Basic proficiency in utilizing digital communication and presentation tools
Soft Skills & Qualities
Positive attitude with a strong, genuine willingness to learn
Good communication skills to interact effectively within a team environment
Highly motivated and growth-minded approach to tackling new challenges