Internship - Financial Planning

MINSURE SOLUTIONS; Selangor; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Performance incentives

Attractive commissions

Mentoring by experienced professionals

Financial literacy seminars

Entrepreneur discovery trip

Job summary

MINSure Solution in Malaysia seeks a motivated candidate for finance and wealth management roles. The position emphasizes risk management, estate & trust planning and wealth accumulation, with opportunities to learn from senior mentors and entrepreneurs.

Be adventurous, self-motivated and a team player, with a diploma or degree in finance, banking or business studies. The role includes practical learning and participation in prospecting and marketing activities for Personal and Business Wealth

Qualifications

• Diploma/Advanced/Higher/Graduate Diploma or higher in finance, banking, business studies or equivalent.
• Practical learning experience required.
• Knowledge in risk management, state & trust management and wealth accumulation.
• Willingness to prospect and participate in marketing activities for Personal Wealth Management and Business Wealth Management.

Responsibilities

• Participate in prospecting and marketing activities for Personal Wealth Management and Business Wealth Management.

Skills

Risk management

Wealth management

Prospecting & marketing

Team player

Self-motivated

Education

Diploma/Advanced/Higher/Graduate Diploma in finance, banking, business studies or equivalent

Bachelor's Degree / Postgraduate Diploma in finance or related field

Job description

Be adventurous, self motivated, open minded & team player.

Candidate must possess at least Diploma/Advanced/Higher/Graduate Diploma, Bachelor's Degree/Post Graduate Diploma/Professional Degree in finance, banking, business studies or equivalent.

Practical Learning Experience.

Enhance competency & confidence.

Gain substantial knowledge in risk management, state & trust management and wealth accumulation.

Participate in prospecting and marketing activities(Personal Wealth Management & Business Wealth Management).

Benefits :

Enjoy extra rewarding income with performance incentives and attractive commissions.

Opportunity to be mentoring and training by experienced senior & young entrepreneur.

Opportunity to attend financial literacy seminar and entrepreneur discovery trip.

MINSure Solution was formed in Malaysia by group of passionate individuals with specialist backgrounds from the wealth planning. We provide solutions of estate & trust management, wealth accumulation and risk advisory planning. Managing your wealth is like a journey. Therefore, our mission is to help our clients to plan that journey. We are also in the business of helping our clients to focus on the things that matter as well as the things they unable control. We offer investment advise and strategic planning to individuals, trustees and business owners to build, manage and protect their wealth. Many advisors focus on their ideas on stock, bonds and mutual funds because that is all they are registered or trained to do so. Yet, there is an entire world of opportunities available. For those qualify our approach and analysis may integrate trust planning, insurance, alternative investments along with customised portfolio options. Our firm provides access to this wide selection of opportunities because we believe that service is found in positive and long lasting relationship. Traditional values are equally if not more important than professional values in our fast-paced, ever-changing financial landscape. We thus focus on understanding and preserving a set of values with the aim to achieve sound wealth objectives for our clients and to ensure that every member of the distribution group continues to do what is best for the team.

MINSure Solution was formed in Malaysia by group of passionate individuals with specialist backgrounds from the wealth planning. We provide solutions of estate & trust management, wealth accumulation and risk advisory planning. Managing your wealth is like a journey. Therefore, our mission is to help our clients to plan that journey. We are also in the business of helping our clients to focus on the things that matter as well as the things they unable control. We offer investment advise and strategic planning to individuals, trustees and business owners to build, manage and protect their wealth. Many advisors focus on their ideas on stock, bonds and mutual funds because that is all they are registered or trained to do so. Yet, there is an entire world of opportunities available. For those qualify our approach and analysis may integrate trust planning, insurance, alternative investments along with customised portfolio options. Our firm provides access to this wide selection of opportunities because we believe that service is found in positive and long lasting relationship. Traditional values are equally if not more important than professional values in our fast-paced, ever-changing financial landscape. We thus focus on understanding and preserving a set of values with the aim to achieve sound wealth objectives for our clients and to ensure that every member of the distribution group continues to do what is best for the team.