Financial Intern

1 week ago

Petaling Jaya, Malaysia Wish Team Advisory Full time

**Job Scope**

**_ Research & Analysis_**
- Assist in analyzing financial data to forecast future trends.
- Study market dynamics, competitors, and latest industry trends.
- Prepare reports summarizing findings for senior consultants.

**_Client Interaction & Support_**
- Assist consultants during client meetings.
- Help prepare client presentations and financial models.
- Handle preliminary client queries under supervision.

**_Operational Assistance_**
- Support in day-to-day administrative tasks, including data entry, appointment scheduling, and follow-ups.
- Learn and use company-specific software and tools.

**_Financial Planning Development_**
- Work with consultants to draft preliminary financial plans.
- Participate in internal review sessions to refine planning strategies.

**_Team Collaboration & Meetings_**
- Attend team meetings, workshops, and training sessions.
- Collaborate with different departments for interdisciplinary projects.

**Marketing & Outreach**
- Assist in creating content for social media platforms and company website.
- Participate in outreach programs, workshops, or webinars.

**_Continuous Learning_**
- Attend in-house training sessions and workshops on financial planning, client interaction, and other relevant topics.
- Be proactive in seeking feedback and implementing it for personal growth.

**_Compliance & Regulation_**
- Learn about industry-specific regulations and ensure all work is compliant.
- Assist the compliance team in routine checks and documentation.

**_Community Engagement_**
- Represent WISH Team in university fairs or at other public platforms.
- Participate in community service or corporate social responsibility initiatives undertaken by WISH Team.

**_Final Project/Presentation_**
- At the end of the internship, consolidate learning and experiences into a presentation or project, showcasing insights, challenges faced, and skills acquired during the tenure.

**The above job scope offers the intern a rounded experience, from technical aspects of financial planning to client handling, team collaboration, and community engagement. Always ensure that the intern is well-supervised, mentored, and receives regular feedback to make the most of their time at Wish Team.

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