Financial Intern
Job Summary
Ready to start a career where learning meets real client impact? Working with us means joining a team that runs a practical training programme in financial planning and insurance. You will learn core technical topics, deliver sales presentations, and develop property and investment conversations to guide clients with energy and clarity.
Responsibilities
- Learn core technical topics in financial planning and insurance
- Deliver sales presentations and support recruitment for future advisers
- Develop property and investment conversations that convert
- Create personalised plans to scale client reach
Required Skills
- Financial planning basics
- Income and medical protection planning
- Investment and retirement strategies
- Sales presentation and communication skills
Job Details
Job Summary
Ready to start a career where learning meets real client impact? Working with us at MY WISHES INTEGRATED SERVICES means joining a team that runs a practical training programme in financial planning and insurance. We help everyday Malaysians protect income, plan for healthcare, invest for retirement, and manage estate matters, and we want you to bring that guidance to clients with energy and clarity.
This role is a builder position: you will learn core technical topics and use them to create personalised plans that scale our reach. You will deliver sales presentations, support recruitment for future advisers, and develop property and investment conversations that convert. Success looks like confident client relationships, clear recommendations, and steady growth in your personal pipeline.
Your Growth & Impact
- Build practical financial skills through structured training in income protection, medical planning, retirement, estate planning, and investment strategies so you can advise with confidence.
- Develop client-facing presentation and sales skills by leading meetings and explaining solutions in plain language to diverse clients.
- Expand your professional network by collaborating with industry partners and attending visits to institutions like Great Eastern Life, Rockwills, and OCBC trainings.
- Deepen your commercial understanding with hands-on exposure to mutual funds, mortgage loans, buy-sell agreements, and key-man insurance in real cases.
- Progress toward a career in advisory or leadership by learning recruitment, business succession topics, and property investment strategies while being supported by our team.
Requirements You Will Learn
- The Basic of Financial Planning
- Income Protection Planning
- Medical / Healthcare Planning
- Debt Cancellation Planning
- Saving & investment Planning
- Children’s Education Planning
- Retirement Income Planning
- Estate Planning with Will & Trust
- Amazing Sales Cycle & Presentation
- Recruitment For Future Success
- Empowering Property Investment Strategies
- Mutual Fund Investment / Mortgage Loan
- Business Succession
- Key-man Insurance
- Buy-Sell Agreement
- Liability Cancellation Planning