Financial & Investment Planning Intern — Practical

Premier First Wealth Management; Batu Pahat; On-site; MYR 13,000 - 20,000; Full time

Job summary

Premier First Wealth Management in Batu Pahat, Malaysia offers an internship spanning investments, insurance, client servicing, marketing and agency operations with guidance from experienced advisors.

You’ll assist in client meeting materials, shadow advisors, and learn about unit trusts and PRS solutions while supporting admin tasks and promotional activities. A path to full-time may arise after the internship.

Qualifications

• Pursuing finance/business/marketing degree
• Strong communication and detail orientation
• Willingness to learn and collaborate with a team

Responsibilities

• Assist in preparing materials for client meetings and financial reviews
• Shadow advisors during presentations and client follow-ups
• Learn about unit trust, PRS and insurance solutions
• Support documentation and day-to-day administration
• Help create social media content and promotional materials
• Participate in team training, recruitment activities and events

Skills

Strong communication

Attention to detail

Willingness to learn

Education

Pursuing Finance/Business/Marketing degree

Job description

Premier First Wealth Management in Batu Pahat, Malaysia offers an internship spanning investments, insurance, client servicing, marketing and agency operations with guidance from experienced advisors.

You’ll assist in client meeting materials, shadow advisors, and learn about unit trusts and PRS solutions while supporting admin tasks and promotional activities. A path to full-time may arise after the internship.