Internship: Financial Services

• Examine and suggest financial opportunities.
• Develop sound plans and budgets for clients.
• 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.
• Find and approach prospective clients.
• Build strong relationships to retain existing clients.
• Maintain updated knowledge of regulations, practices and financial products.

You Will Learn:

1. The Basics of Financial Planning
2. Income Protection Planning
3. Medical / Healthcare Planning
4. Savings & Investment Planning
5. Children’s Education Planning
6. Retirement Income Planning
7. Estate Planning with Will & Trust
8. Amazing Sales Cycle & Presentation
9. Recruitment For Future Success
10. Empowering Property Investment Strategies
11. Mutual Fund Investment / Mortgage Loan
12. Business Succession
13. Key-man Insurance
14. Buy-Sell Agreement
15. Liability Cancellation Planning

About Us: MyWishes2u.com or My Wishes Integrated Services (SSM No. 001953251-U) is a specialist in Will Writing, Trust Creation, Wealth Protection, and Legacy Planning for individuals and corporate customers. Established in 2010, we primarily serve individuals and small business customers around Kuala Lumpur, Selangor, and Negeri Sembilan. We have established our own training academy with a mission to recruit and develop young talents who are energetic, enthusiastic, and “hungry-for-success” to join our growing community of financial advisors, estate planners, and insurance agents. Perks and Benefits: Easy Promotion to Manager, Bonus + Incentive + Commission. #J-18808-Ljbffr