Internship Client Relationship 工作, Wealth Vantage Advisory Federal Territory 公司招聘中 - Ricebowl

REQUIREMENTS:

• Currently pursuing or completed a Degree in Business Administration, Financial Service, or related fields
• Holding certifications such as CFP, IFP, RFP, or SHRFP is advantageous
• Good communication and interpersonal skills
• Detail-oriented with strong organizational skills
• Master in proficiency in Microsoft Office (Word, Excel, PowerPoint)

Location: Desa Pandan, Kuala Lumpur
Open to degree students who are eager to learn, proactive, and ready to gain valuable industry experience.

Apply Now!
Send your resume to ************* and start your journey with us.

Build your future. Gain real experience. Grow with Wealth Vantage Advisory!

JOB SCOPE:

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