Financial Planning Intern — Mentored Training & Growth

Slashie Marketing; Kuala Lumpur; Hybrid; MYR 8,900 - 18,000; Full time

Job summary

Slashie Marketing is seeking motivated Financial Planning Interns/Trainees in Kuala Lumpur. Through structured training and mentorship, you will learn about financial planning, insurance, wealth protection, Will & Trust and legacy planning while gaining practical client exposure.

You will participate in client meetings, team discussions and professional training, developing communication, presentation and relationship management skills for a potential lifelong career in financial services.

Qualifications

• Strong communication and interpersonal skills.
• Positive attitude, self-motivation and willingness to learn.
• Good organisational skills and a sense of responsibility.
• Interest in personal development, financial planning and wealth management.

Responsibilities

• Learn the fundamentals of financial planning, insurance and wealth protection.
• Assist with financial information preparation and client research.
• Gain exposure to financial needs analysis and protection planning.
• Learn about life insurance, medical protection and critical illness planning.
• Explore Will & Trust, legacy planning and intergenerational wealth transfer.
• Participate in client meetings, team discussions and professional training.
• Develop communication, presentation and client relationship management skills.
• Build professional networks and develop practical business skills.

Skills

Communication

Interpersonal skills

Organisational skills

Willingness to learn

Professional development

Education

University student or fresh graduate

Job description

Slashie Marketing is seeking motivated Financial Planning Interns/Trainees in Kuala Lumpur. Through structured training and mentorship, you will learn about financial planning, insurance, wealth protection, Will & Trust and legacy planning while gaining practical client exposure.

You will participate in client meetings, team discussions and professional training, developing communication, presentation and relationship management skills for a potential lifelong career in financial services.