Finance Internship: Client-Facing, Planning & Advisor

Finivo Capital Management; Kuala Lumpur; On-site; MYR 7,800 - 10,000; Part time

Job summary

Finivo Capital Management seeks a motivated candidate to support financial advisors by researching products and analyzing client profiles to draft plans. You will attend conferences, manage client relationships, and gain exposure to planning, advisor support and HR recruiting while developing fast in-demand skills.

The role involves drafting financial plans and providing general support to advisors, with a focus on multilingual communication across Mandarin, English and Malay.

Qualifications

• Diploma/Bachelor degree in Finance/Business Admin/Accounting/Marketing/HR or similar fields.
• Proficient in Mandarin, English and Malay.
• Eager to learn, independent, good follower and self-disciplined.

Responsibilities

• Research financial products and analyze client profiles to draft plans for advisors.
• Attend conferences and manage company client relationships.
• Gain exposure to planning, advisor support and HR recruiting to grow skills quickly.
• Draft financial plans and provide general support to financial advisors.

Skills

Mandarin

English

Malay

Education

Diploma/Bachelor degree in Finance/Business Admin/Accounting/Marketing/HR

Job description

Finivo Capital Management seeks a motivated candidate to support financial advisors by researching products and analyzing client profiles to draft plans. You will attend conferences, manage client relationships, and gain exposure to planning, advisor support and HR recruiting while developing fast in-demand skills.

The role involves drafting financial plans and providing general support to advisors, with a focus on multilingual communication across Mandarin, English and Malay.