Candidate with a minimum 1 year of work experience in Accounting and/or a Professional Certificate or Basic Diploma, or equivalent in Accounts, Event Management or related fields.
Fresh grads with an event management background or related fields are welcome to apply.
Experienced in Microsoft Excel, Word and PowerPoint.
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Job Requirements: currently pursuing a Diploma/Degree in Finance, Accounting, Business, or related field; comfortable reading a basic financial statement (coursework-level is fine, no work experience required); curious about applying AI tools to real analytical work — active personal use is a plus; sharp attention to detail; able to commit to a minimum 3-month internship based in Skudai, Johor; strong written English. Nice to have: Excel-based modelling exposure, interest in startups/SMEs/fundraising, prior AI-tool use for research or analysis.
Currently pursuing a Diploma or Bachelor’s Degree in Business Administration, Information Technology, Computer Science, Business Information Systems, Accounting, Customer Service, or other related fields.
Internship students and fresh graduates are welcome to apply.
Currently pursuing a Diploma or Bachelor’s Degree in Business Administration, Information Technology, Computer Science, Business Information Systems, Accounting, Customer Service, or other related fields.
Internship students and fresh graduates are welcome to apply.
Fresh graduates with a Diploma or Degree in Finance, Accounting, Economics, Business, Banking, Business Analytics, or a related field are encouraged to apply
Strong analytical, critical thinking, and problem-solving skills
Good understanding of financial statements, financial analysis, and basic business concepts
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Assist advisors in preparing client-facing materials for financial, retirement, and estate planning meetings.
Support client follow-ups, schedule appointments, and maintain clear records of conversations and action items.
Gather and analyse basic financial data to help build personalised plans across income protection, healthcare, savings, investments, and education planning.
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Attend Daily Business Learning Session from 8:30 AM – 10:00 AM, Monday to Friday, including business sharing, market updates, training and team discussions.
Participate in structured onboarding and training covering financial planning, insurance fundamentals, product knowledge, customer needs analysis and professional development.
Assist in business development activities, including market research, customer segmentation and identifying potential business opportunities.
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Attend Daily Business Learning Session from 8:30 AM – 10:00 AM, Monday to Friday, including business sharing, market updates, training and team discussions.
Participate in structured onboarding and training covering financial planning, insurance fundamentals, product knowledge, customer needs analysis and professional development.
Assist in business development activities, including market research, customer segmentation and identifying potential business opportunities.
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