Financial Intern - Petaling Jaya, Malaysia - Wish Team Advisory

Description

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 daytoday administrative tasks, including data entry, appointment scheduling, and followups.
• Learn and use companyspecific 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 inhouse 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 industryspecific 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.