Intern in Wealth Management & Business Development

About the role Step into a dynamic, real-world finance, estate planning, and business development environment. Master personal wealth protection, Will & Trust fundamentals, and client engagement skills while being guided by experienced mentors. Key responsibilities Learn practical wealth management models, risk protection frameworks, and Will/Trust legacy planning fundamentals Assist senior wealth and estate planners in conducting financial reviews, estate needs analysis, market research, and custom proposal preparation Observe real advisory sessions, legacy consultation meetings, and business negotiations to build communication and sales presentation skills Participate in team brand-building initiatives, digital marketing campaigns, and networking events focusing on financial & legacy awareness Engage in weekly structured agency workshops, Will & Trust product masterclasses, and interactive role-play sessions About you Currently pursuing a Bachelor's Degree in any field Good command of English (Read & Write) is required Fluency in Mandarin or Bahasa Malaysia is an added advantage Must possess own personal transport (Valid driving license and vehicle) Energetic, eager to learn, strong interpersonal communication skills, interest in legal/financial advisory, and a positive entrepreneurial mindset Benefits Competitive Monthly Internship Allowance Structured Training Roadmap with direct access to step-by-step guidance system and 1-on-1 mentorship program Priority Full-Time Offer Upon Graduation for outstanding interns Life-Long Professional Skills in real-world financial planning, estate structuring principles, communication techniques, and leadership skills Hybrid & Flexible Environment in a fun, young, and supportive agency culture About us We are a modern, energetic financial and legacy advisory agency committed to elevating financial literacy and empowering clients through comprehensive wealth protection, estate planning, and growth strategies. Our agency is powered by a proven, structured mentorship and continuous training platform designed to take you from beginner to top producer.