Internship Program – Financial Services | Financial Planning | Wealth Management
Company: Caliph Group
Location: Johor Bahru
Duration: 3 Months
Employment Type: Internship
About the Role
Caliph Group is seeking highly motivated interns with a strong interest in financial services, financial planning, and wealth management.
This internship program is designed to provide hands-on exposure to financial advisory, investment analysis, and client relationship management, preparing candidates for a future career in the financial industry.
Key Responsibilities
- Assist in financial analysis, financial planning, and investment analysis
- Support client relationship management and portfolio servicing activities
- Conduct market research and analyze financial data trends
- Prepare financial reports, presentations, and documentation
- Support business development initiatives and client engagement
- Ensure compliance with internal financial services processes and documentation standards
Skills & Competencies
- Strong foundation in financial services, financial planning, and wealth management
- Knowledge of financial analysis, investment analysis, and portfolio management
- Proficiency in Microsoft Excel and data analysis tools
- Good understanding of risk management and financial reporting
- Strong communication skills, analytical thinking, and attention to detail
- Ability to work independently and in a team-oriented environment
Requirements
- Currently pursuing Diploma or Bachelor’s Degree in any courses.
- Strong interest in financial advisory, wealth management, and investment analysis.
- Proactive, self-motivated, and results-driven.
- Ability to handle confidential financial information professionally.
What You Will Gain
- Hands-on experience in financial services and financial planning
- Exposure to wealth management and investment analysis practices
- Mentorship from experienced financial professionals
- Real-world experience in client relationship management and business development
- Opportunity for full-time employment upon successful completion
Working Hours: 8:00 am - 5:00 pm
Interested candidates are encouraged to submit their resume to:
- Email: *************
- Whatsapp: *************
Start your career in financial services with Caliph Group today
Job Type: Internship
Contract length: 3 months
Pay: RM700.00 per month
Benefits:
Work Location: In person