Financial Consultant Intern

Earning Consultancy Sdn. Bhd.

Kuala Lumpur

On-site

MYR 11,000 - 22,000

Full time

14 days+
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Benefits offered by this job

Monthly internship allowance
Performance-based incentives
Professional training and guidance

Job summary

Earning Consultancy Sdn. Bhd. Malaysia offers an internship providing hands-on experience in financial planning, client engagement, business development and professional development within the financial services industry.

You will assist with understanding clients' needs, prepare materials, and engage in training sessions, with a monthly internship allowance and guidance from a supportive team.

Qualifications

  • Fluent in Mandarin, English and/or Bahasa Melayu.
  • Currently pursuing a Diploma/Degree in Finance, Business, Accounting, Economics or related field.
  • Strong interest in financial services and financial planning industry.
  • Good communication and interpersonal skills.
  • Positive attitude and willingness to learn; confident, proactive and comfortable interacting with different people.
  • Good presentation and problem-solving skills.
  • Able to work independently as well as in a team.
  • No prior experience required; training will be provided.

Responsibilities

  • Assist the team in understanding clients' financial needs and goals
  • Support the preparation of basic financial planning and presentation materials
  • Communicate with clients and assist with follow-ups when required
  • Participate in training sessions, team meetings and professional development activities
  • Assist with business development and client engagement activities
  • Gain exposure to financial products, financial planning concepts and industry knowledge
  • Perform other duties and projects as assigned by the team

Skills

Multilingual (Mandarin/English/Bahasa)
Strong communication
Interpersonal skills
Presentation & problem-solving

Education

Pursuing diploma/degree in Finance/Business/Accounting/Economics

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

This internship provides hands-on experience in financial planning, client engagement, business development and professional development within the financial services industry.

Key responsibilities
  • Assist the team in understanding clients' financial needs and goals
  • Support the preparation of basic financial planning and presentation materials
  • Communicate with clients and assist with follow-ups when required
  • Participate in training sessions, team meetings and professional development activities
  • Assist with business development and client engagement activities
  • Gain exposure to financial products, financial planning concepts and industry knowledge
  • Perform other duties and projects as assigned by the team
About you
  • Able to speak Mandarin, English and/or Bahasa Melayu
  • Currently pursuing a Diploma/Degree in Finance, Business, Accounting, Economics or a related field
  • Strong interest in the financial services and financial planning industry
  • Good communication and interpersonal skills
  • Positive attitude and willingness to learnConfident, proactive and comfortable interacting with different people
  • Good presentation and problem-solving skills
  • Able to work independently as well as in a team
  • Responsible, motivated and willing to take on new challenges
  • No prior experience required; training will be provided

Monthly internship allowance provided

Performance-based incentive opportunities

Professional training and guidance provided

Hands-on exposure to the financial services industry

Opportunity to learn about financial planning and client management

Develop communication, presentation and interpersonal skills

Supportive team environment with career development opportunities

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