Financial Planner Intern

  • Post Date: 2023-10-25
  • Job Level: Intern
  • Min Year of Experience: 0
  • Min Qualification: Diploma
  • Based In: Puchong
Job Description
Job Description

  • Assist senior financial planners in preparing client meetings and presentations.
  • Participate in client meetings to observe and learn client interaction best practices.
  • Respond to client inquiries and provide basic information on financial products and services.
  • Help gather and organize client financial data, including income, expenses, assets, and liabilities.
  • Assist in performing financial assessments to support the development of financial plans.
  • Learn to use financial planning software and tools to create basic financial projections.
  • Conduct research on investment options, financial products, and market trends.
  • Aid in administrative tasks such as scheduling appointments, managing client files, and document preparation.
  • Assist in maintaining client databases and records in compliance with regulations.
  • Handle basic office tasks and support the smooth operation of the office.

Job Requirement

  • Candidates must possess at least Diploma, Advanced/Higher/Graduate Diploma, Bachelor’s Degree in Finance, Investment, Accounting, Business Administrative, Marketing, Public Relations or related field.
  • Required language(s): Bahasa Malaysia, English. Prefer Mandarin.
  • Personal goal oriented, motivated, disciplined with an entrepreneur’s mindset.
  • Interested in Financial services.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with good organizational abilities.
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
  • Ability to work in a team and follow instructions.