Financial Planner Internship

Internship @Bill Morrisons Wealth Management in Accounting / Finance
  • Selangor, Malaysia, 47400 View on Map
  • Apply Before : August 1, 2026
  • Salary: RM900.00 - RM900.00 / Monthly
  • 0 Application(s)

Job Description

  • Assist qualified/licensed financial advisors in preparing financial plans for clients.
  • Draft proposals for clients.
  • Handle and manage follow-ups on new business cases.
  • Conduct product comparisons across different providers.
  • Assist in analyzing and comparing unit trust funds.
  • Update the company’s monthly market outlook.

 

What we’re looking for:

  • Currently pursuing or holding a Diploma, Degree, or Professional qualification, preferably in Finance or Financial Planning.
  • Strong work ethic with a responsible and proactive attitude.
  • Prior work experience is an advantage but not required.
  • Self-motivated with strong communication and interpersonal skills.
  • Proficient in English.

Attached Files

Required skills

Adaptability and resilience Communication Skills Data Analysis Industry knowledge Organizational Skills
 
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