Internship For Finance Students

23 hours ago

Petaling Jaya, Selangor, Malaysia LBY ESTATE SOLUTIONS Full time

We are specialist in will writing, trust creation, estate planning, wealth protection and legacy planning for individuals and corporate customers.

Who are we looking for

  • Students who studying in field of marketing/ finance/ business administration/ public relation and economic.
  • Required Language(s):Mandarin or English as the role requires to liaise with Mandarin speaking clients
  • Skills: Communication skills, Interpersonal skills, Team work skills, build relationship skills, investment skill
  • Basic Work Habits: Exhibits a positive and constructive attitude, Reports to work as scheduled and on-time, Dress and appearance are appropriate for this organization

What will you need to do

  • Setting appointment with potential clients
  • Answering client questions about will writing and trust setting
  • Review and summarize estate planning documents, including wills, trust, and power of attorney
  • Review life insurance policy statements to determine relevant information, such as deaths benefits, cash values and premiums
  • Assist with the preparation of marketing materials, including informational pieces and Power Point Presentations

By the end of the internship, you will

  • Acquired new learning through challenging and meaningful activities
  • Demonstrated professional skills in the workplace
  • Developed self-understanding, self-discipline, maturity and confidence
  • Developed strong networking/mentoring relationships
  • Work life balance

Are you ready to make that career shift & grow a great portfolio with us?

We will bring you to another level.

Click the 'Apply Now' button and we will get in touch with you soon.

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