Financial Services Intern
Job Summary
This internship position provides comprehensive training in financial planning and services. Interns will assist the team in various financial tasks, including retirement, education, and investment planning. The role offers exposure to a wide range of professional financial strategies and client presentation skills.
Responsibilities
- Assist in comprehensive financial planning tasks
- Develop sales and presentation skills
- Support projects in investment and insurance
- Participate in team-based financial operations
Required Skills
- Financial Planning knowledge
- Effective communication
- Team collaboration
- Presentation skills
Job Details
Responsibilities:
- Learn the basics of financial planning including Income Protection, Medical/Healthcare, and Debt Cancellation.
- Gain knowledge in Saving & Investment planning, Children’s Education planning, and Retirement Income planning.
- Study Estate Planning with Will & Trust, Business Succession, Key-man Insurance, and Buy-Sell Agreements.
- Develop skills in Amazing Sales Cycle & Presentation, Recruitment for Future Success, and Empowering Property Investment Strategies.
- Handle tasks related to Mutual Fund Investment and Mortgage Loan processing.
Requirements:
- Must be available for an internship role.
- Willingness to engage in financial planning, finance, and retirement planning activities.
- Strong communication skills.
- Ability to work within a team environment on various projects.
- Capability to work in a hybrid setting (Greater Kuala Lumpur with some remote work).