Our Client is a business financing advisory platform that helps SME owners to obtain working capital with ease through their Financing Ecosystem. It is their genuine intention to help business owners to solve their finance-related problems via the their Financing Ecosystem, by leveraging the right financing platform, nurture young entrepreneurs and businesses in Malaysia into big time players and corporate companies. Position: Financial Advisor Intern Location: Damansara Utama, Petaling Jaya, RESPONSIBILITIES: - To source potential clients through an existing network, cold calls, visits and more. - To analyse client\'s financial situation. - To study the client\'s behaviour towards financial planning. - To provide strategic financing solutions, carrying out financial analysis and also, promoting the company\'s products. - Customize financial plans according to clients\xe2\x80\x99 changing needs. - Help clients implement their plans and carry out transactions. - Present and sell suitable financial products and services. - Build strong relationships to retain existing clients. - Maintain updated knowledge of regulations, practices and financial products. - Learn on the basics of Financial Planning, Investment Planning, Loan Advisory, Credit Financing and Crowdfunding. - To provide efficient and effective operational support ensuring customer\'s satisfaction. - To ensure adherence and compliance with all internal policies/guidelines and external regulatory requirements - To foster a collaborative environment within the team. - To gain real life working experience. REQUIREMENTS - Candidate must possess at least a Diploma, Advanced/Higher/Graduate Diploma in Business Finance/Banking/Investment or equivalent. - Required Language(s): English, BM, Mandarin. - Possess a deep interest in the financial industry and investment. - Independent and have a strong will to be successful. - Must possess own transport and is able to travel around Klang Valley. REMUNERATION PACKAGES: Basic: Performance based allowance Benefit: Working Days: 5 days\' work week Working Hours: 9am to 6pm (Mon to Friday) WFO near Starling Mall Regular team activities Open culture Personal development opportunities
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Diploma / Advanced Diploma / Higher Graduate Diploma / DVM / DKM Level 4 / DLKM Level 5