INTERNSHIP- Financial Planning & Investment Intern

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

Explore how financial planning works in practice. During this internship, you’ll work with our team across investment, insurance, client servicing, marketing and agency operations, with guidance from experienced advisors.

What You’ll Do

• Assist with 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 application documentation and day-to-day administration
• Help create social media content and promotional materials
• Participate in team training, recruitment activities and events

Who We’re Looking For

• College or university students in Finance, Business, Marketing or a related field
• An interest in investment, financial planning or client relations
• Good communication skills and attention to detail
• A willingness to learn, contribute ideas and work with others

No prior industry experience is required.

What You’ll Gain

• Practical exposure to the financial services industry
• Mentorship from experienced advisors and planners
• Opportunities to build your communication and professional skills
• Consideration for a full-time opportunity after your internship

Remuneration: Monthly bridging income, with opportunities to earn commission, incentives and bonuses, subject to eligibility and performance.