Internship in Finance Industry

22 hours ago

Petaling Jaya, Selangor, Malaysia NY Capital Sdn. Bhd. Full time 30,000 - 60,000 per year

NY Capital Sdn. Bhd. is a Malaysia-based integrated financial advisory firm specialising in business loans, insurance solutions, and estate planning services. Founded with the mission to empower small and medium-sized enterprises (SMEs) and individuals to achieve financial freedom and stability, NY Capital combines deep industry expertise with a strong network of banks, insurers, and financial institutions.

Our services include:

  • Business & SME Financing (Micro & Working Capital Loans)
  • Insurance Solutions (Life, Business, and General Insurance)
  • Estate Planning & Legacy Advisory
  • Government Grants & Smart Manufacturing (Industry 4.0) Advisory

At NY Capital, we believe financial success begins with smart planning. We partner with entrepreneurs and families alike to design holistic strategies that protect, grow, and preserve wealth — for today and the generations ahead.

Vision

To be Malaysia's most trusted one-stop financial advisory platform — empowering businesses and individuals to build, protect, and sustain their wealth through smart financing, insurance, and legacy planning.

Mission

To deliver comprehensive financial solutions that combine tailored loan advisory, risk protection through insurance, and long-term estate planning. We aim to simplify financial decision-making, foster entrepreneurship, and create lasting value for our clients through integrity, professionalism, and innovation.

Qualifications and Skills

  • Bachelor's degree in Finance, Business, Management, Economics, or related fields.
  • Preferably with experience in banking, insurance, or financial planning.
  • Strong interpersonal and communication skills; able to explain financial products clearly.
  • Good analytical skills and attention to detail in documentation and compliance.
  • Licensed/Certified Financial Planner (CFP) or Life Insurance qualification (a plus but not mandatory).
  • Passionate about helping clients achieve financial stability and protection.
  • Self-motivated, proactive, and capable of managing multiple client portfolios.

Key Responsibilities

  • Engage SME and individual clients to assess financial goals and recommend appropriate business loans, insurance coverage, and estate planning solutions.
  • Prepare and process loan applications, documentation, and supporting materials according to bank and institutional criteria.
  • Provide professional advice on life, medical, business, and general insurance products to ensure adequate financial protection for clients.
  • Assist in developing and executing estate plans, including wills, trusts, and succession strategies, in collaboration with legal and financial partners.
  • Maintain up-to-date knowledge of bank loan products, insurance plans, and estate planning tools.
  • Coordinate with internal teams (finance, marketing, legal, audit) to ensure smooth client servicing and compliance.
  • Participate in business development activities, events, and campaigns to promote NY Capital's services.
  • Support continuous improvement in financial advisory processes and contribute ideas for client growth and retention.
Why Join NY Capital?
  • Be part of a forward-thinking company expanding into full-spectrum financial advisory services.
  • Gain exposure to loans, insurance, estate planning, and wealth management — all under one roof.
  • Receive professional development and certification support in financial planning and insurance.
  • Work in a collaborative, growth-oriented environment that values innovation and integrity.

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