Financial Planner Internship

Description:

1. Assist qualified/licensed financial advisors in preparing financial plans for clients.2.
2. Draft proposals for clients.
3. Handle and manage follow-ups on new business cases.
4. Conduct product comparisons across different providers.
5. Assist in analyzing and comparing unit trust funds.
6.Update the company’s monthly market outlook.
Requirements:

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