Internship Financial Services Representative

Job Summary

Ready to start a career where learning meets real client impact? Working with us at MY WISHES INTEGRATED SERVICES means joining a team that runs a practical training programme in financial planning and insurance. We help everyday Malaysians protect income, plan for healthcare, invest for retirement, and manage estate matters, and we want you to bring that guidance to clients with energy and clarity.

This role is a builder position: you will learn core technical topics and use them to create personalised plans that scale our reach. You will deliver sales presentations, support recruitment for future advisers, and develop property and investment conversations that convert. Success looks like confident client relationships, clear recommendations, and steady growth in your personal pipeline.

Your Growth & Impact

• Build practical financial skills through structured training in income protection, medical planning, retirement, estate planning, and investment strategies so you can advise with confidence.
• Develop client-facing presentation and sales skills by leading meetings and explaining solutions in plain language to diverse clients.
• Expand your professional network by collaborating with industry partners and attending visits to institutions like Great Eastern Life, Rockwills, and OCBC trainings.
• Deepen your commercial understanding with hands-on exposure to mutual funds, mortgage loans, buy-sell agreements, and key-man insurance in real cases.
• Progress toward a career in advisory or leadership by learning recruitment, business succession topics, and property investment strategies while being supported by our team.

Requirements

You Will Learn

• The Basic of Financial Planning
• Income Protection Planning
• Medical / Healthcare Planning
• Debt Cancellation Planning
• Saving & investment Planning
• Children’s Education Planning
• Retirement Income Planning
• Estate Planning with Will & Trust
• Amazing Sales Cycle & Presentation
• Recruitment For Future Success
• Empowering Property Investment Strategies
• Mutual Fund Investment / Mortgage Loan
• Business Succession
• Key-man Insurance
• Buy-Sell Agreement
• Liability Cancellation Planning

Skills

Financial Planning, Income Protection, Medical/Healthcare Planning, Debt Cancellation Planning, Investment Planning, Estate Planning (Will & Trust), Sales & Presentation, Recruitment, Property Investment Strategies, Mutual Fund Investment