Internship for Wealth Crafter

5 months ago

Puchong, Malaysia Amazing Advisory Sdn. Bhd Full time

To give good advice and do wealth planning for client
- to advice client in retirement planning and investment planning through right financial product
- to assist company on data entry and analysis of financial needs of client
- to assist company in providing client proper advice in financial planning
- To assist in will writing service
- Advise clients on each and every step on how to do set up client’s own will

**What you will learn during the entire internship**:

- Learning how to liaise online.
- Learning how to advise will and will writing.
- Learning different online courses which includes digital marketing, sales, and marketing.

**; Requirements**:
- Required language(s): Bahasa Malaysia, Mandarin, English
- Work location at Bandar Puteri Puchong.

  • Wealth Crafter

    5 months ago

    Puchong, Malaysia Amazing Advisory Sdn. Bhd Full time

    Provides in-depth knowledge in wealth planning to people at all stages of life. - Help the people to plan better for their legacy, protect their families, and preserve their beautiful lifetime memories and everlasting love. - Help to prevent people’s unclaimed assets and to pass their assets and property to the next generation with as little interruption...