Finance Intern: Client Advisory, CRM & HR Exposure

Finivo Capital Management

Kuala Lumpur

On-site

MYR 7,800 - 11,000

Part time

9 days ago

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Job summary

Finivo Capital Management in Kuala Lumpur invites highly motivated individuals for a research support internship. You will research financial products, analyze client profiles, draft plans, and support advisors while gaining exposure to CRM, conferences, and HR recruiting processes.

This role offers hands-on learning across advisory support and client relations, with opportunities to draft financial plans, attend meetings, and learn HR recruitment workflows while developing professional fluency

Qualifications

Minimum Diploma/Bachelor Degree in Finance, Business Administration, Accounting, Marketing, Human Resource or other relevant fields.
Candidate should be able to communicate and write in Mandarin, English and Malay languages.
Attitude: Eager for learning, Independent, Good follower, Good self-disciplined.

Responsibilities

Research financial products, analyze client profiles, draft plans, and support advisors.
Gain client-facing advisory experience plus CRM, conferences and HR recruiting exposure.
Attending conferences and meetings
Customer relationship management of company clients
Learning HR process of recruiting potential interns
Drafting financial plans
General support to financial advisors of the company.