Finance Intern: Client Advisory, CRM & HR Exposure

Finivo Capital Management; Kuala Lumpur; On-site; MYR 7,800 - 11,000; Part time

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.

Skills

Mandarin proficiency

English proficiency

Malay proficiency

Education

Diploma or Bachelor's degree in Finance/Business/Accounting/Marketing/HR

Tools

CRM software

Job description

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