Internship For Financial Services 工作, 薪水 up to MYR 1,200, MY Wishes Integrated Services WP Kuala Lumpur 公司招聘中 - Ricebowl

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

Assist in understanding clients’ financial needs and goals.

Support the team in introducing financial products and services to clients.

Assist with client follow-ups and maintaining good customer relationships.

Support the preparation of financial documents and reports.

Conduct research on financial products and industry trends.

Participate in training sessions to improve financial knowledge and professional skills.

Assist with daily administrative and operational tasks.

Perform other ad-hoc duties assigned by the supervisor.