Financial Advisor Internship
Job Summary
This internship position involves managing customer portfolios and providing professional financial recommendations. Interns will contact potential clients using provided leads to build long-term relationships. The role requires a performance-driven mindset to achieve sales targets and generate income through commissions.
Responsibilities
- Contact potential leads
- Analyze customer portfolios
- Provide financial recommendations
- Build customer relationships
- Achieve sales targets
Required Skills
- Strong communication skills
- English and Bahasa Malaysia proficiency
- Self-motivated
- KPI-driven
- Customer service orientation
Job Details
Responsibilities:
- Contact potential customers using company-provided leads
- Analyze customers’ reports and portfolios
- Provide professional and responsible recommendations
- Build long-term customer relationships based on trust
- Achieve sales targets and grow your income through commissions
Requirements:
- Good communication and interpersonal skills
- Confident in speaking with customers over phone calls
- Positive attitude, self-motivated and willing to learn
- Able to work in a KPI and performance-driven environment
- Responsible, disciplined and committed to achieving targets
- Basic English and Bahasa Malaysia communication required
- Able to start immediately will be an added advantage