Financial Consultant (Internship)

Synergy Risk Management; Kuala Lumpur; On-site; MYR 8,900 - 13,000; Full time

Benefits offered by this job

Monthly stipend

Job summary

Jora Malaysia is seeking an enthusiastic Financial Consultant Intern in Kuala Lumpur. The role targets students and fresh graduates to gain practical exposure in financial planning and client interaction.

You will learn investment, education, insurance and retirement planning while engaging in market research, client engagement and professional communication. Monthly allowance ranges RM800–RM1,200, based on arrangement and eligibility.

Qualifications

• This internship targets students and fresh graduates seeking practical exposure in financial planning.
• Willingness to learn foundations of financial planning and client interaction.
• Interest in marketing, market research and business development activities.

Responsibilities

• Support in financial planning and client communications.
• Assist in market research and gathering client feedback.
• Contribute to marketing and outreach efforts for business development.
• Gain hands-on experience with financial products and presentations.

Skills

Communication

Marketing

Presentation

Customer relationship

Research

Education

Bachelor’s Degree students

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.

Start Your Career Journey in Financial Services

Looking for an internship that gives you more than just office experience?

Join us as a Financial Consultant Intern and gain practical exposure to the financial services industry while developing valuable skills in financial planning, client communication, marketing and business development.

This internship is designed for students and fresh graduates who want to understand how financial planning works in the real world and gain practical experience before starting their full-time career.

Monthly Allowance: RM800 – RM1,200

The allowance may vary based on internship arrangement, performance and eligibility.

What You Will Learn

• Foundation in Financial Planning
• Investment Planning
• Education Planning
• Insurance & Takaful Planning
• Medical Planning
• Retirement Planning
• Mortality Planning

You will also gain exposure to:

• Financial product knowledge
• Client financial needs analysis
• Marketing and business development
• Customer relationship management
• Professional communication and presentation
• Digital and social media marketing
• Administrative and documentation procedures
• Market research and collecting market feedback

Practical Industry Exposure

We believe the best learning comes from combining training with practical experience.

After completing the relevant training and learning modules, interns may be given opportunities to participate in practical activities under proper guidance and supervision.

You will have the opportunity to:

• Observe how financial professionals communicate with clients
• Participate in market research and customer engagement activities
• Learn how different financial solutions are presented to different client segments
• Collect market feedback and understand customer needs
• Apply financial knowledge and marketing skills in real-world situations
• Gain practical experience and a better understanding of the financial services industry

What You Can Gain From This Internship

By the end of the internship, you can develop valuable skills in:

• Communication
• Marketing
• Presentation
• Customer Relationship
• Research
• Business Development
• Professionalism

These are transferable skills that can benefit you whether you decide to pursue a career in financial services, banking, insurance, investment, sales, marketing or business development.

Who Should Apply?

We welcome:

• Bachelor’s Degree students
• Students from any field of study
• Final-year students looking for practical industry exposure
• Students interested in finance, business, marketing or financial services
• Students who want to improve their communication and presentation skills
• Students who are proactive, responsible and willing to learn

No prior financial services experience is required.

Why Join Us?

• Structured learning and training
• Practical exposure to financial planning
• Learn from experienced financial professionals
• Develop communication and marketing skills
• Build professional confidence and networking skills
• Opportunity to explore a future career in financial services
• Multiple branch locations available

Your Internship Can Be The Beginning of Your Career

Don’t spend your internship only doing routine administrative tasks.

Learn. Explore. Gain practical experience. Build your professional skills.