Financial Advisor Intern

1 week ago

Kota Damansara, Malaysia Polymorph Enterprise Full time

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’ 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.
- 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

**Transportation**:
**1. LRT**: The Starling shuttle bus goes from Kelana Jaya LRT station to the Starling and back to Kelana Jaya LRT station.

**2. MRT**: The Starling shuttle bus goes from Taman Tun Dr Ismail MRT station to the Starling and back to Taman Tun Dr Ismail MRT station.

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