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Internship for Finance

Job Information

Position : Internship for Finance
Company : DX Wealth Management
Contract : Internship

Salary : RM500.0 - RM500.0 Per Month

Location : Cheras, Kuala Lumpur
Postcode : 56100

Posting Date : 10 Jan 2019
Closing Date : 09 Feb 2019

Academic Qualification : Diploma
Language Requirement : English,Bahasa Malaysia,Chinese

Job Description


Job Responsibility
  • Administrative / Accounting 
    • Filing, input customer data into systems  
    • Follow up Tax issues
    • Maintaince of company account 
    • Manage human resources of company 
    • Organize event and company tip 
  • Risk Management 
    • To plan and coordinate in sales and marketing activities.
    • Prepare financial plan according to the customer needs & wants.
    • Help customer analyze and explain our professional view points in the market. 
    • To promote our bestselling financial plans to potential customers.
    • To build good rapport with existing customers
  • Will and trust 
    • Provide a full range of legal, estate planning and private trust services, including will writing, private trust set-up, estate and trust administration. 
    •  Manage a portfolio of cases to advice, structure, draft and administer clients’ wills and trusts. 

Job Requirements
  • At least DIPLOMA and above. 
  • Fluent in English, BM, Mandarin
  • Possess own transportation
  • Willing to travel. 
  • Committed and Passionate to Learn
  • Independent 

Job Benifits
  • Commission also will be given instead of monthly allowance
  • Full training provided
  • Company trip

Job Application

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