Intern in Wealth Management & Business Development

SJ Associates; Selangor; Hybrid; MYR 6,700 - 16,000; Full time

Benefits offered by this job

Structured Training Roadmap

1-on-1 mentorship

Hybrid & Flexible Environment

Job summary

Jora Malaysia offers an internship in Wealth Management & Business Development, providing real-world exposure to finance, estate planning, and client engagement under experienced mentors.

You will learn practical wealth management models, assist senior planners, observe advisory sessions, and participate in marketing and networking activities to build professional skills for a future career.

Qualifications

• Currently pursuing a Bachelor's Degree in any field.
• Good command of English (Read & Write) is required.
• Fluency in Mandarin or Bahasa Malaysia is an added advantage.
• Must possess own personal transport (Valid driving license and vehicle).
• Energetic, eager to learn, strong interpersonal communication skills, interest in legal/financial advisory, and a positive entrepreneurial mindset.

Responsibilities

• Learn practical wealth management models, risk protection frameworks, and Will/Trust legacy planning fundamentals
• Assist senior wealth and estate planners in conducting financial reviews, estate needs analysis, market research, and custom proposal preparation
• Observe real advisory sessions, legacy consultation meetings, and business negotiations to build communication and sales presentation skills
• Participate in team brand-building initiatives, digital marketing campaigns, and networking events focusing on financial & legacy awareness
• Engage in weekly structured agency workshops, Will & Trust product masterclasses, and interactive role-play sessions

Skills

Interpersonal communication

English proficiency

Willingness to learn

Education

Bachelor's degree

Job description

Jora Malaysia will close on 16th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Intern in Wealth Management & Business Development

Step into a dynamic, real-world finance, estate planning, and business development environment. Master personal wealth protection, Will & Trust fundamentals, and client engagement skills while being guided by experienced mentors.

Key responsibilities

Learn practical wealth management models, risk protection frameworks, and Will/Trust legacy planning fundamentals

Assist senior wealth and estate planners in conducting financial reviews, estate needs analysis, market research, and custom proposal preparation

Observe real advisory sessions, legacy consultation meetings, and business negotiations to build communication and sales presentation skills

Participate in team brand-building initiatives, digital marketing campaigns, and networking events focusing on financial & legacy awareness

Engage in weekly structured agency workshops, Will & Trust product masterclasses, and interactive role-play sessions

About you

Currently pursuing a Bachelor's Degree in any field

Good command of English (Read & Write) is required

Fluency in Mandarin or Bahasa Malaysia is an added advantage

Must possess own personal transport (Valid driving license and vehicle)

Energetic, eager to learn, strong interpersonal communication skills, interest in legal/financial advisory, and a positive entrepreneurial mindset

Competitive Monthly Internship Allowance

Structured Training Roadmap with direct access to step-by-step guidance system and 1-on-1 mentorship program

Priority Full-Time Offer Upon Graduation for outstanding interns

Life-Long Professional Skills in real-world financial planning, estate structuring principles, communication techniques, and leadership skills

Hybrid & Flexible Environment in a fun, young, and supportive agency culture

About us

We are a modern, energetic financial and legacy advisory agency committed to elevating financial literacy and empowering clients through comprehensive wealth protection, estate planning, and growth strategies. Our agency is powered by a proven, structured mentorship and continuous training platform designed to take you from beginner to top producer.