Financial Advisory Intern — Mentored Wealth Planning

Private Advertiser; Kuala Lumpur; On-site; MYR 11,000 - 22,000; Part time

Job summary

Private Advertiser in Malaysia is seeking motivated interns to gain exposure in financial advisory, client consulting, and wealth planning through structured training and mentorship. You will learn how financial planning works in a professional advisory environment and develop communication, analytical, and client service skills through hands-on exposure to real client cases.

A potential pathway to a full-time Financial Consultant role exists.

Qualifications

• Currently pursuing or recently completed a Bachelor’s Degree (any field).
• Fresh graduates / final year students are welcome to apply.
• Proficiency in Mandarin is required (for client communication exposure).
• Good communication and interpersonal skills.
• Willing to learn, proactive, and responsible attitude.
• Team player with positive working mindset.

Responsibilities

• Assist consultants in client servicing and preparation of financial advisory materials
• Support in financial needs analysis and basic case documentation
• Attend client meetings and observe advisory consultations
• Assist in preparing presentation slides, reports, and financial summaries
• Support data entry, CRM updates, and administrative tasks
• Assist in marketing activities, events, and lead generation initiatives
• Participate in structured training and mentorship sessions

Skills

Mandarin communication

Communication skills

Team player

Proactive learning

Education

Bachelor's degree (any field)

Tools

CRM software

Job description

Private Advertiser in Malaysia is seeking motivated interns to gain exposure in financial advisory, client consulting, and wealth planning through structured training and mentorship. You will learn how financial planning works in a professional advisory environment and develop communication, analytical, and client service skills through hands-on exposure to real client cases.

A potential pathway to a full-time Financial Consultant role exists.