Total 5 Internship level Finance / Banking / Insurance job vacancies

Responsibilities:

• Assist in preparing and executing daily payment operation (local and international transfers).
• Ensure all payment instructions are properly approved and supported with documentation.
• Maintain proper and accurate records of payment transactions.
• Support reconciliation of bank statements against internal records.
• Monitor payment schedules and ensure timely disbursement.
• Assist in the submission of periodic or ad-hoc reports and related data analysis as and when required by Management.

Requirements:

• Currently pursuing a Bachelor’s Degree in Finance / Accountancy / Banking or equivalent.
• Must be able to commit for a minimum of 3 months.
• Proficient in Microsoft Office applications.
• Reliable, punctual, and capable of working effectively both independently and collaboratively within a team.
• Eager to learn, proactive in taking initiative, and good time planner. Able to complete assigned works within stipulated timeline.

Perks & Benefits

• Employee equity
• Nearby public transport
• Central location
• Casual dress code
• Open culture
• Personal development opportunities

Job Description

1. Assist the team (Front Office) with daily tasks, including document organization, and project coordination.

2. Participate in paperwork, providing admin support for various tasks.

3. Draft and generate reports, and other documents.

4. Coordinate and communicate with team members and other departments to ensure smooth transaction/operations.

5. Complete other tasks as assigned by supervisors.

Job Requirements

1. Current student, pursuing a Bachelor's or Master's degree in any majors.

2. Strong communication skills and a team-oriented mindset.

3. Proficient in using office software, such as Microsoft Office.

4. Strong learning ability and sense of responsibility, capable of working independently.

5. A strong interest in Finance, with relevant internship experience preferred.

6. Ability to commit at least 3 months.

Your role is to assist Senior Wealth and Financial Director in identifying market opportunities, prospecting and closing sales as well as analyze how investment products fit into a client’s long-term protection and legacy planning.

Job Description

1. Investment Research & Analysis
Analyze financial products to assess their risk-return profiles.
Conduct fundamental and quantitative research on various financial assets.
Monitor global market trends and summarize their impact on client portfolios.
Perform competitor analysis and benchmarking of different investment products.

2. Portfolio Support & Reporting
Assist in the preparation of financial and investment proposal decks and monthly portfolio performance reviews.
Assist in preparing financial portfolio summaries that consolidate a client's existing portfolio, coverage gaps, and investment performance.
Draft investment proposals tailored to specific life stages (e.g., education planning for children or retirement legacy).

3. Client & Sales Operation

Conducting sales and support in meeting sales targets.
Shadowing client meetings to record minutes and track follow-up actions (e.g., account opening, KYC documentation).
Assisting in onboarding of clients
Track sales performance data and incentive tiers for the team

Why Join Us!

You will work in a dynamic environment under senior leadership. You will be guided fully and learn the art of persuasion, develop professional resilience, and build a high-value network of industry leaders. This role will enable you to learn how to solve real-world business problems and understanding the mechanics of financial, sales and investment strategies.

Job Summary

Join ACE Internship to gain hands-on experience in financial services, develop entrepreneurial skills, and learn wealth and risk management concepts while crafting social media campaigns.

Internship Highlights:

• Apply wealth management and risk management concepts
• Develop entrepreneurial skills through practical experience and team collaboration
• Gain industry knowledge by participating in financial services projects and mentorship sessions
• Design and manage creative social media campaigns to enhance brand engagement

Required competencies and certifications

• Meet regulatory age requirement of at least 21 years old
• Hold full certification in GCE 'A' Levels, Polytechnic Diploma, or Degree (local certifications)

Preferred competencies and qualifications

• Demonstrate enthusiasm for learning and growth in the financial services industry
• Exhibit teamwork and communication skills to collaborate effectively within the internship program

Other Information

• Benefits:Attractive monthly allowance package
• Fully sponsored CMFAS exams
• Personalized 1-on-1 training and mentorship with successful industry practitioners

Are you an undergraduate or fresh graduate looking to gain meaningful hands-on experience in the social service and non-profit sector? We welcome passionate and driven individuals to join us as Interns across various departments at MTFA.

We offer internship opportunities in areas such as:

1. Finance
2. Estate Maintenance
3. Family & Children Services (Darul Ihsan)
4. Ihsan Aid (Community Outreach & Volunteer Management)
5. Education & Youth Development

Whether you're looking to develop your skills, explore career pathways, or contribute to impactful community work, we’d love to hear from you.

Interested applicants may reach out to us by submitting your CV.

We look forward to welcoming you to the MTFA family!