Epicareer Might not Working Properly
Learn More

Internship for Financial Planning Advisor

  • Internship, onsite
  • ELITE TEAM ADVISORY & CONSULTATION
  • Selangor Financial Planning (Banking & Financial Services) Full time RM 700 – RM 1, Malaysia
Salary undisclosed

Apply on


Original
Simplified

实习机会:Elite Team 财务规划顾问

你准备好通过实践经验和经验丰富的专业指导来启动你的财务职业生涯了吗?在 Elite Team,我们致力于你的成功和发展。我们正在寻找一位积极进取、充满热情的实习生加入我们的团队,获得对财务规划动态世界的宝贵见解。

关于我们:
在 Elite Team,我们专注于帮助客户实现财务稳定、增长和内心平静。我们的专家顾问擅长制定个性化的财务策略,包括退休规划、投资管理、税务优化、遗产规划和财富保护。加入我们,成为一个致力于提供卓越财务解决方案和无与伦比客户服务的团队的一员。

角色概述:
作为 Elite Team 的实习生,你将深入财务规划行业,获得实际经验并接触各种财务流程。你将与经验丰富的团队紧密合作,学习财务规划的复杂性,并参与真实项目。

为什么加入我们?

  • 具有吸引力的薪酬: 享受具有竞争力的基本薪资加佣金。
  • 团队导向环境: 我们重视合作与团队精神。
  • 工作与生活平衡: 我们相信保持工作与个人生活的健康平衡。
  • 职业发展: 提供全面的培训,让你熟悉公司程序和规章制度。
  • 卓越奖励: 根据你的成就,获得如免费旅行、现金奖励和绩效奖金等激励。

你的工作内容:

  • 协助准备和分析财务报告及客户文件。
  • 支持资深顾问制定个性化财务策略。
  • 参与客户会议并贡献于战略讨论。
  • 获得使用财务规划工具和软件的实际经验。
  • 从事各种行政任务,并支持团队的日常运作。

岗位需求:

  • 目前正在攻读或最近完成任何领域的文凭/高级/更高/研究生文凭、本科学位/研究生文凭/专业学位,优先考虑金融、经济学、市场营销、行政或精算学相关专业。
  • 精通英语和普通话。
  • 如有必要愿意出差。
  • 可接受3-6个月的实习。
  • 仅接受马来西亚候选人。

准备开始你的财务之旅了吗
如果你渴望获得宝贵经验并为一个致力于财务卓越的团队做出贡献,立即申请加入 Elite Team 成为财务规划顾问实习生。你的财务未来从这里开始!

今天就申请,开启你在 Elite Team 的职业生涯吧!

Internship Opportunity: Financial Planning Advisor at Elite Team

Are you ready to jumpstart your career in finance with hands-on experience and guidance from seasoned professionals? At Elite Team, we are committed to your success and development. We are looking for a driven and enthusiastic intern to join our team and gain valuable insights into the dynamic world of financial planning.

About Us: At Elite Team, we specialize in empowering our clients to achieve financial stability, growth, and peace of mind. Our expert advisors excel in crafting personalized financial strategies across retirement planning, investment management, tax optimization, estate planning, and wealth preservation. Join us and become part of a team dedicated to delivering exceptional financial solutions and unparalleled customer service.

Role Overview: As an intern at Elite Team, you will immerse yourself in the financial planning industry, gaining practical experience and exposure to various financial processes. You’ll work closely with our experienced team, learning the intricacies of financial planning and contributing to real-world projects.

Why Join Us?

  • Attractive Compensation: Enjoy a competitive basic salary plus commissions.
  • Team-Oriented Environment: We value collaboration and teamwork.
  • Work-Life Balance: We believe in maintaining a healthy balance between work and personal life.
  • Professional Development: Receive comprehensive training to familiarize yourself with company procedures and regulations.
  • Rewards for Excellence: Earn incentives such as free trips, cash rewards, and performance bonuses for your achievements.

What You’ll Do:

  • Assist in the preparation and analysis of financial reports and client documents.
  • Support senior advisors in developing personalized financial strategies.
  • Participate in client meetings and contribute to strategy discussions.
  • Gain hands-on experience with financial planning tools and software.
  • Engage in various administrative tasks and support the team in day-to-day operations.

What do we need from you:

  • Currently pursuing or recently completed a Diploma/Advanced/Higher/Graduate Diploma, Bachelor's Degree/Postgraduate Diploma/Professional Degree in any field, with a preference for Finance, Economics, Marketing, Administration, or Actuarial Science.
  • Fluent in English and Mandarin.
  • Willing to travel if necessary.
  • Available for a 3-6 months internship.
  • Open to Malaysian candidates only.

Ready to Begin Your Financial Journey? If you're eager to gain invaluable experience and contribute to a team dedicated to financial excellence, apply now to join Elite Team as a Financial Planning Advisor Intern. Your future in finance starts here!