Finance Internship: Wealth Planning & Client Relations

Finivo Capital Management

Kuala Lumpur

On-site

MYR 7,800 - 10,000

Full time

11 days ago

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Benefits offered by this job

Salary around RM700
Incentives allowance
Training provided
Gym & pool access

Job summary

FINIVO Capital Management in Malaysia invites you to join our financial planning team as an intern. You will assist with drafting financial plans, researching market products, attending meetings, and supporting our financial advisors.

We welcome Diploma or Bachelor’s graduates in finance, business, accounting, marketing or HR who can communicate in Mandarin, English and Malay, show initiative, and learn quickly. Training is provided and gym facilities are available at the office.

Qualifications

  • Minimum Diploma/Bachelor Degree in Finance, Business Administration, Accounting, Marketing, HR or related fields.
  • Must be able to communicate and write in Mandarin, English and Malay.
  • Attitude: Eager for learning, Independent, Good follower, Good self- disciplined
  • Researching market financial products
  • Attending conferences and meetings
  • Customer relationship management of company clients
  • Learning HR processes to recruit potential interns
  • Drafting financial plan.
  • General support to financial advisors of the company.

Responsibilities

  • Drafting financial plans.
  • Researching market financial products.
  • Attending conferences and meetings.
  • Customer relationship management of company clients.
  • Learning HR processes to recruit potential interns.
  • General support to financial advisors of the company.

Skills

Mandarin
English
Malay
Communication
Market research
Attending meetings
CRM
HR processes
Drafting financial plans
Internship support

Education

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

Job description

FINIVO Capital Management in Malaysia invites you to join our financial planning team as an intern. You will assist with drafting financial plans, researching market products, attending meetings, and supporting our financial advisors.

We welcome Diploma or Bachelor’s graduates in finance, business, accounting, marketing or HR who can communicate in Mandarin, English and Malay, show initiative, and learn quickly. Training is provided and gym facilities are available at the office.

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