Internship For Finance 工作, 薪水 up to MYR 1,100 + commission, The Blease Wealth Management WP Kuala Lumpur 公司招聘中 - Ricebowl

Qualifications and Skills

• Bachelor’s degree in Finance, Business, Management, Economics, or related fields.
• Preferably with experience in banking, insurance, or financial planning.
• Strong interpersonal and communication skills; able to explain financial products clearly.
• Good analytical skills and attention to detail in documentation and compliance.
• Licensed/Certified Financial Planner (CFP) or Life Insurance qualification (a plus but not mandatory).
• Passionate about helping clients achieve financial stability and protection.
• Self-motivated, proactive, and capable of managing multiple client portfolios.

• Engage SME and individual clients to assess financial goals and recommend appropriate business loans, insurance coverage, and estate planning solutions.
• Prepare and process loan applications, documentation, and supporting materials according to bank and institutional criteria.
• Provide professional advice on life, medical, business, and general insurance products to ensure adequate financial protection for clients.
• Assist in developing and executing estate plans, including wills, trusts, and succession strategies, in collaboration with legal and financial partners.
• Maintain up-to-date knowledge of bank loan products, insurance plans, and estate planning tools.
• Coordinate with internal teams (finance, marketing, legal, audit) to ensure smooth client servicing and compliance.
• Participate in business development activities, events, and campaigns to promote NY Capital’s services.
• Support continuous improvement in financial advisory processes and contribute ideas for client growth and retention.

• Employee growth plan
• Career development training
• Personal development training
• Work-life balance career
• Investment opportunities
• Remote work flexibility