Wealth Vantage Advisory Sdn. Bhd. Hiring! Intern, Client Relationship in Federal Territory, Earn up to MYR 800 - Ricebowl

INTRODUCTION

The Client Relationship Intern will assist the Client Relationship team in supporting client servicing activities, maintaining accurate client records, and ensuring smooth coordination between clients, advisors, and internal teams. This internship provides hands-on exposure to client relationship management, operational processes, and service excellence within a professional environment.

Job Function

• Assist in managing client documentation and records
• Coordinate with advisors and internal departments on client-related matters
• Maintain and update client information in internal systems
• Support preparation of financial reports, submission to provider, and client correspondence
• Perform ad-hoc administrative and client support tasks as assigned

REQUIREMENTS

• Currently pursuing or recently completed a Degree in Business Administration, Financial Service, or related fields
• Holding certifications such as CFP, IFP, RFP, or SHRFP is advantage.
• Good communication and interpersonal skills
• Detail-oriented with strong organizational skills
• Master in proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Able to work well in a team and handle confidential information
• Willingness to learn and take initiative

Job Type: Internship

Pay: From RM800.00 per month

Benefits:

• Opportunities for promotion
• Professional development

Application Question(s):

• When is your internship start and end date?

Work Location: In person