Internship Wealth Planning 工作, 薪水 up to MYR 8,000, Agensi Liew Jia Sin 公司招聘中 - Ricebowl

We're looking for someone who:

• Has genuine interest in Financial Planning and Wealth Management 
• Enjoys meeting and communicating with people 
• Is willing to learn in a client-facing environment 
• Is proactive and takes initiative 
• Wants to build a long-term professional career 
• Able to communicate in English and Mandarin 
• Own transportation

This internship is designed for students who are interested in exploring a future career in Financial Planning and Wealth Management.

You'll gain practical exposure to client advisory, financial planning, communication, and business development through structured training and mentorship.

What You'll Learn

• Financial Planning 
• Wealth Management 
• Risk & Protection Planning 
• Client Communication 
• Presentation Skills 
• Personal Branding 
• Business Development 

What You'll Do

• Assist in financial planning activities 
• Attend training and coaching sessions 
• Observe client discussions 
• Prepare simple financial proposals 
• Support marketing initiatives 
• Participate in team activities