全职 Internship For Financial Services 工作, 薪水, My Wishes Integrated Services Federal Territory 公司招聘中 - Ricebowl

Company Description

Established in 2010, My Wishes Integrated Services specializes in financial planning, estate planning, and wealth protection solutions for individuals and small business owners. Their mission is to empower clients with innovative strategies to build lasting legacies. They aim to be the most trusted partner in estate planning and wealth protection, making financial security accessible to all.

Role Description

This is an internship role at My Wishes Integrated Services located in Greater Kuala Lumpur with the opportunity for some remote work. The Intern will be involved in financial planning, finance, retirement planning, communication, and financial services within the team, assisting on various tasks and projects.

You Will Learn, You will Non-Stop Learning & Growing

1)   The Basic of Financial Planning

2)   Income Protection Planning

3)   Medical / Healthcare Planning

4)   Debt Cancellation Planning

5)   Saving & investment Planning

6)   Children’s Education Planning

7)   Retirement Income Planning

8)   Estate Planning with Will & Trust

9)   Amazing Sales Cycle & Presentation

10)         Recruitment For Future Success

11)         Empowering Property Investment Strategies

12)         Mutual Fund Investment / Mortgage Loan

13)         Business Succession

14)         Key-man Insurance

15)         Buy-Sell Agreement

16)         Liability Cancellation Planning