Total 90 Internship financial planner job vacancies in Malaysia

KEY RESPONSIBILITIES

• To provide cover notes, technical support, and renewal/ new business for policy processing.
• Liaise with Unit Heads to monitor reports
• Collection of premium and ensure prompt payment
• Servicing and maintaining networking relationship with brokers, clients
  Assist to promote and facilitate transaction of new insurance business for the company.

KEY REQUIREMENTS/SKILLS/EXPERIENCE

• Bachelor's Degree in any field of studies
• Fast learner, self motivated, team player, and able to work under pressure.
• Proficient in written and spoken English and Chinese
• Required skills: good analytical thinking, attention to detail, strong verbal communication skills
  
  
  

Perks & Benefits

• Provided free exam
• Entitle Graduate Ceremony
• Passionate, Energetic & Innovative Working Culture
• Continuous Self-Improvement Program
• Potential for a full-time job with an attractive salary upon successful completion of the internship.
• Continuosly allowance RM1000.00 giving for 12 months.

主要職責

• 為保單處理提供附註、技術支援和續保/新業務。
• 與單位負責人聯絡以監督報告
• 收取保費並確保及時付款
• 服務並維護與經紀人、客戶的網絡關係
  協助推動和促進公司新保險業務的交易。

關鍵要求/技能/經驗

• 任何研究領域的學士學位
• 學習速度快，自我激勵，團隊合作精神，能夠在壓力下工作。
• 精通英語和中文的書面和口語
• 所需技能：良好的分析思考、注重細節、強大的口語溝通能力
  
  
  

津貼和福利

• 提供免費考試
• 授予畢業典禮
• 充滿熱情、充滿活力和創新的工作文化
• 持續自我提升計劃
• 成功完成實習後，有可能獲得薪水頗具吸引力的全職工作。
• 連續12個月給予RM1000.00津貼。

About Us

We're the dream team builders, the talent cultivators, and the champions of transforming lives. At Magellan & Co., we're on a mission to build purpose-driven careers!

We also seek to transform the lives of our clients through quality financial advice to life’s unexpected crises in the foreseeable future. We offer real solutions to manage risk so our clients can enjoy a peace of mind.

About the Programme

The Winter Internship Programme is a 5-weeks long programme that aims to provide you with practical insights into the growing financial services sector. As part of the programme, you will also be able to obtain licensing papers that are recognised.

Upon completing the program, you will walk away with 3 key takeaways:

1. Personal Financial Literacy
2. Sales & Marketing skills, including personal branding
3. Development of entrepreneurial skills

Key Activities in the program are:

1. Managing Cashflow
2. The Fundamentals of Investment
3. Property Planning
4. Financial Planning
5. Taxes & Estate
6. Marketing and Events Planning
7. Art of Communication
8. Introduction to Enneagram
9. The Amazing Race
10. Professional Certifications

Programme Date:

1. 06th Dec to 27th Dec

Remuneration:

1. SGD 2,000 (T&C applies)

Who are we looking for?

1. 21 years old and above
2. Able to commit for the duration of the internship
3. Obtained a Diploma from local polytechnics or A-Level certificate
4. Fun-loving individual with an open mind
5. A team player who enjoys working and collaborating with others

Ascentia Consulting Executives is a well-established agency branch representing Manulife (Singapore) Pte. Ltd., with a team consists of award-winning Financial Representatives, such as 5 Million Dollar Round Table (MDRT) Qualifiers and 1 Court of the Table Qualifier (COT) in 2024.

Taking root in 2020, Ascentia Consulting Executives offers one-stop integrated financial services to both corporations and individuals.

Through our unique platform with multiple insurance providers, we are able to provide our clients with holistic financial planning solutions, ranging from Investment Planning, Retirement Planning, Keyman Insurance Planning, Employees Benefit Planning, Education Planning and Estate Planning.

If you are a fun-loving team player who is seeking for growth, we welcome you to join ACE Internship!

Internship Highlights:

• Learn & apply wealth management & risk management concepts
• Cultivate entrepreneurship spirit & sharpen entrepreneurial skills
• Gain experience in the financial services industry
• Craft & manage creative social media campaigns

Benefits:

• Attractive monthly allowance package
• Fully sponsored CMFAS exams
• 1-1 personalized training and mentorship with successful industry practitioners

Requirements:

• Singaporean or PR only
• At least 21 years old (regulatory requirement)
• Full certification in GCE 'A' Levels / Polytechnic Diploma/Degree holders (Local Certifications)
• No working experience required as trainings will be provided
• Undergrads are welcome

If you are interested in expanding your knowledge of the finance industry, you can do so by participating in our 4 week paid internship program.

You'll have the chance to learn directly from industry leaders and practitioners in our internship program. The program covers a range of topics, including:

- Financial Literacy

- Investment Techniques, Platforms and Concepts.

- Portfolio Risk Management.

- Retirement Planning and CPF.

- Development and Networking opportunities.

Opportunity to turn your internship into a full-time job with an allowance scheme of up to $2000 per month.

Minimum Age 21 in 2023

Singapore or PR only

ORD-ed personnel

We welcome any Diplomas/Degrees, regardless of your fields.

Job Summary

To underwrite a Financial Lines account within the International Financial Lines team and provide counsel and advice on underwriting and market issues. Provide technical expertise in this business area and maintain and improve market reputation of the Beazley brand.

Key Responsibilities:

Underwriting

• Develop and underwrite a profitable portfolio of Financial Lines business as part of the International Financial Lines team.
• Structure tailor-made solutions by considering the team underwriting parameters and underwriting policy and using underwriting knowledge and experience to win new business and retain existing.
• Monitor premiums, costs and claims ratios per contract and take corrective measures if necessary to ensure long term profitability at account level.
• Evaluate appropriate risk premium by considering the risk costs, reinsurance cessions, capital exposure as well as the underwriting and general administration costs to ensure profitability, using rating models as applicable.
• Monitor peer underwriters in their daily work to ensure profitability as well as efficient and cost effective administration of the Asia Pacific Financial Lines account.
• Monitor and supervise assistants in their daily work to ensure compliance with underwriting philosophy and policy and consistency within the team and Specialty Lines.
• Comply with Beazley’s underwriting control standards for business written through Lloyd’s or Beazley’s internal MGAs.
• Develop a good working relationship with the claims managers on this class of business.

Client Management

• Advise, assist and service clients on insurance and risk matters to ensure clients’ satisfaction.
• Foster positive relationships with clients to get a mutual understanding of both their and Beazley’s needs.
• Maintenance of good business relationships with brokers.
• Maintain awareness of overall Beazley product range and take advantages of opportunities to introduce other Beazley products to clients.

General

• Leverage networking opportunities within the business to develop standardised underwriting policy and best practice within Beazley.
• Develop best practice and disseminate business and class knowledge within the International Financial Lines and Specialty Lines teams.
• Work with peers within International Financial Lines and Specialty Lines to maximise business opportunities and profitability within the department. This will include but not be limited to sharing market information, marketing sources and cross selling opportunities.
• Share and gather knowledge within the Beazley Group to ensure dissemination of best practice and maximise business opportunities and profitability across the Group.
• Production of presentations and marketing literature as required.
• Production of business plans/research documents for the Asia Pacific Financial Lines account as required.

It is important that within all your interactions both internally and externally you adhere to Beazley’s core values - Being Bold, Striving for Better, and Doing the Right Thing – as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers. We also expect Beazley employees to:

• Comply with Beazley procedures, policies and regulations including the code of conduct.
• Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system.
• Display business ethics that uphold the interests of all our customers.
• Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs.
• Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley’s underwriting control standards, Beazley’s claims control standards, other Beazley standards and customer relationship management.
• Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups.

Personal Specification:

Education and Qualifications

• Minimum graduate level education

Skills and Abilities

• General commercial and financial knowledge
• Possess underwriting ability
• Accurate and numerate
• Computer skills – good working knowledge of MS Office, advanced Excel skills
• Strong analytical skills with attention to detail
• Able to communicate effectively with others, both verbally and in writing
• Motivational skills, team worker as well as able to work on own initiative
• Ability to manage time, meet deadlines and prioritise

Knowledge and Experience

• Strong technical knowledge on Financial Lines with more than 5 years underwriting experience
• Working experience in the region with deep knowledge of at least another market outside Singapore
• Some experience with cyber and casualty business in the past will be an advantage
• Good knowledge of one or more of Beazley’s key markets within the Asia Pacific region
• Thorough knowledge of underwriting policy, philosophy and practice
• Advanced knowledge of underwriting processes and systems
• Client service experience

Aptitude and Disposition

• Results focused, self-motivated, flexible and enthusiastic
• Professional approach to interact successfully with managers / colleagues / external suppliers

Competencies

• Achievement drive
• Analytical thinking
• Strategic thinking
• Service focus
• Team working
• Team leadership
• Conceptual thinking
• Forward thinking

If you're looking for a job that combines your analytical skills with the ability to connect with people and help them plan for their future, then we have the perfect opportunity for you. With this role, you can use your strengths to help individuals with their future planning and make a meaningful impact in their lives.

Perks

- Get paid while learning

- Personality profiling to enable future career success

- Pairing of mentor base on individual learning style for learning effectiveness

- Excellent Credential for a strong functional resume

- Lots of freedom to plan on working schedule

- Opportunities for Permanent Role and Fast Track Career Path

Job Scope

- Learning the Fundamentals of the Financial Services Industry

- Analyze and curate financial portfolios

- Assisting the team in creating presentations

- Plan and assist in networking events

Requirements

- Undergrads are welcomed

- No work experience required

- Strong willingness to serve, learn & grow

- People orientated personality

- Highly motivated, determined with strong integrity

Financial Institution Interns will be assigned to the Division of Depositor and Consumer Protection (DCP).  Interns will work directly on teams with experienced FDIC employees to evaluate FIDC-insured institutions' compliance with fair lending and consumer protection laws and regulations.  These teams are responsible for assessing financial institutions to determine whether they are maintaining effective controls and procedures, managing their institutions effectively, and complying with all applicable laws and regulations, including those relating to consumer protection, privacy, community reinvestment, and fair lending.

Under the direction and supervision of an Examiner or a higher grade team member, the incumbent will participate in and/or independently perform the following:

Assesses the adequacy and determines the strength of the Compliance Management System (senior management oversight; compliance program, including the elements of policies, monitoring, and training; and audit procedures) to ensure ongoing compliance as related to the particular regulation under review.  Conducts reviews and assessments of the following: 

• Examine initial disclosures, periodic statements, advertisements, and other information to evaluate procedures and reviews for compliance with applicable regulations.
• Examine closed-end non-real estate credit transactions for compliance with applicable regulations.
• Review the Home Mortgage Disclosure Act loan application register for accuracy and assesses the bank's overall reporting procedures.
• Review adverse action notices for compliance, and to gain a cursory exposure to applicable lending-related regulations.
• Examine a sample of residential, consumer, commercial and/or agricultural files to determine compliance with consumer laws and regulations.

Reviews applicable regulations and examination manual to become informed about the Community Reinvestment Act (CRA).

Participates in discussing the overall examination process including evaluating the bank's Compliance Management System (senior management oversight; compliance program, including the elements of policies, monitoring, and training; and audit procedures).  Asks questions to gain clarification and understanding of examination policies and procedures.

• Observes the interactions between the FDIC and Bank personnel.
• Responds to questions from other examiners regarding his/her section of the Report of Examination.
• Reviews the CRA of an institution and participates in discussion for assigning its rating.
• Prepares a summary of each performance factor describing why rating was assigned.
• With the assistance of an experience examiner, participates in meetings as appropriate.
• After the meeting, asks questions and discusses exam findings with the examiner-in-charge or higher graded team member.

Financial Institution Interns will be assigned to the Division of Risk Management Supervision (RMS).  Interns will work directly on teams of experienced FDIC employees to evaluate bank operations, business planning, and risk management strategies.  These teams are responsible for assessing financial institutions to determine whether they are following safe and sound banking practices, maintaining effective internal controls and procedures, managing their institutions effectively, and complying with all applicable laws and regulations.  Under the direction and supervision of an Examiner or higher graded team member, the incumbent will participate in and/or independently perform the following:

Conducts review and assessments of the following:

• Consolidated Reports of Conditions and Income.
• Procedures and accounting for overdrafts, prepaid expenses, and other miscellaneous assets.
• Fixed asset accounts and assists in the assessment of the adequacy of related insurance coverage.
• Depreciation entries on both the general ledger and for income tax purposes.
• Adequacy of fidelity and other indemnity protection.

Assists in evaluating the adequacy of the insured depositor institution procedures and internal routines and controls.

Assists in the preparation of information requisite to a thorough analysis of the earnings of an institution.

Prepares drafts of schedules, exhibits, and comments for inclusion in the completed report of examination.

Participates in other phases of an examination as assigned.

Performs functions related to the insured depository institution examination work to include:

• Conducting audit test checks on income and expense accounts.
• Computing capital ratios.
• Reconciling Capital Accounts.
• Reviewing the liquidity including the analysis of fluctuations in loans, securities, deposits, and borrowings.
• Verifying securities and other investments borrowings and other liabilities, and assigned collateral, pledged assets, and safe keeping items.
• Reconciling cash.

Financial Institution Interns will be assigned to the Division of Depositor and Consumer Protection (DCP).  Interns will work directly on teams with experienced FDIC employees to evaluate FIDC-insured institutions' compliance with fair lending and consumer protection laws and regulations.  These teams are responsible for assessing financial institutions to determine whether they are maintaining effective controls and procedures, managing their institutions effectively, and complying with all applicable laws and regulations, including those relating to consumer protection, privacy, community reinvestment, and fair lending.

Under the direction and supervision of an Examiner or a higher grade team member, the incumbent will participate in and/or independently perform the following:

Assesses the adequacy and determines the strength of the Compliance Management System (senior management oversight; compliance program, including the elements of policies, monitoring, and training; and audit procedures) to ensure ongoing compliance as related to the particular regulation under review.  Conducts reviews and assessments of the following: 

• Examine initial disclosures, periodic statements, advertisements, and other information to evaluate procedures and reviews for compliance with applicable regulations.
• Examine closed-end non-real estate credit transactions for compliance with applicable regulations.
• Review the Home Mortgage Disclosure Act loan application register for accuracy and assesses the bank's overall reporting procedures.
• Review adverse action notices for compliance, and to gain a cursory exposure to applicable lending-related regulations.
• Examine a sample of residential, consumer, commercial and/or agricultural files to determine compliance with consumer laws and regulations.

Reviews applicable regulations and examination manual to become informed about the Community Reinvestment Act (CRA).

Participates in discussing the overall examination process including evaluating the bank's Compliance Management System (senior management oversight; compliance program, including the elements of policies, monitoring, and training; and audit procedures).  Asks questions to gain clarification and understanding of examination policies and procedures.

• Observes the interactions between the FDIC and Bank personnel.
• Responds to questions from other examiners regarding his/her section of the Report of Examination.
• Reviews the CRA of an institution and participates in discussion for assigning its rating.
• Prepares a summary of each performance factor describing why rating was assigned.
• With the assistance of an experience examiner, participates in meetings as appropriate.
• After the meeting, asks questions and discusses exam findings with the examiner-in-charge or higher graded team member.

Financial Institution Interns will be assigned to the Division of Risk Management Supervision (RMS).  Interns will work directly on teams of experienced FDIC employees to evaluate bank operations, business planning, and risk management strategies.  These teams are responsible for assessing financial institutions to determine whether they are following safe and sound banking practices, maintaining effective internal controls and procedures, managing their institutions effectively, and complying with all applicable laws and regulations.  Under the direction and supervision of an Examiner or higher graded team member, the incumbent will participate in and/or independently perform the following:

Conducts review and assessments of the following:

• Consolidated Reports of Conditions and Income.
• Procedures and accounting for overdrafts, prepaid expenses, and other miscellaneous assets.
• Fixed asset accounts and assists in the assessment of the adequacy of related insurance coverage.
• Depreciation entries on both the general ledger and for income tax purposes.
• Adequacy of fidelity and other indemnity protection.

Assists in evaluating the adequacy of the insured depositor institution procedures and internal routines and controls.

Assists in the preparation of information requisite to a thorough analysis of the earnings of an institution.

Prepares drafts of schedules, exhibits, and comments for inclusion in the completed report of examination.

Participates in other phases of an examination as assigned.

Performs functions related to the insured depository institution examination work to include:

• Conducting audit test checks on income and expense accounts.
• Computing capital ratios.
• Reconciling Capital Accounts.
• Reviewing the liquidity including the analysis of fluctuations in loans, securities, deposits, and borrowings.
• Verifying securities and other investments borrowings and other liabilities, and assigned collateral, pledged assets, and safe keeping items.
• Reconciling cash.

Are you passionate about shaping sustainable cities and designing vibrant communities? Join our team as an Urban Planner & Urban Designer Intern to gain hands-on experience working with skilled professionals on transformative urban projects in our Singapore Office.

Key Responsibilities:

• Support the team in applying City and Regional Planning practices in real-world projects.
• Apply urban planning and design techniques to create innovative solutions, with guidance from senior team members.
• Assist in master planning and urban design tasks, helping to develop engaging, visually compelling project graphics.
• Help develop solutions that address social, legal, and economic aspects of urban design.
• Participate in design reviews and collaborate with design teams on project schemes and proposals.
• Coordinate with team members to prepare, update, and manage project documentation.
• Assist with project coordination by communicating updates to clients and helping manage project scopes and timelines.
• Support in preparing project showcases and marketing materials to attract new clientele and seek approvals.

Requirements

• Current enrollment in a degree program in Urban Planning, Urban Design, or a related field.
• Proficiency in AutoCAD, Adobe Suite, SketchUp, and PowerPoint to assist team leads with technical drawings and presentations.
• Ability to work collaboratively, demonstrating strong organizational and communication skills.

Responsibilities

• Assist the AML Compliance department to implement and maintain robust framework for AML/CFT compliance reviews to assess the implementation of applicable rules and regulations
• Keep abreast of AML/CFT regulatory changes and provide timely dissemination of regulatory updates to ensure that the business units and relevant departments are aware of the latest rules and regulations
• Facilitate AML/CFT training materials and conduct regular trainings to all staff
• Additional/ ad-hoc duties may be assigned when required

Requirements

• Independent, driven, resourceful and meticulous
• High sense of responsibility and integrity
• Strong interpersonal and analytical skills
• Duration of internship flexible (minimum 3 months)
• Part time internship (3 days a week) can be considered (Please indicate your availability on CV)
• Openings are available from December 2024 - December 2025

Financial Institution Interns will be assigned to the Division of Risk Management Supervision (RMS).  Interns will work directly on teams of experienced FDIC employees to evaluate bank operations, business planning, and risk management strategies.  These teams are responsible for assessing financial institutions to determine whether they are following safe and sound banking practices, maintaining effective internal controls and procedures, managing their institutions effectively, and complying with all applicable laws and regulations.  Under the direction and supervision of an Examiner or higher graded team member, the incumbent will participate in and/or independently perform the following:

Conducts review and assessments of the following:

• Consolidated Reports of Conditions and Income.
• Procedures and accounting for overdrafts, prepaid expenses, and other miscellaneous assets.
• Fixed asset accounts and assists in the assessment of the adequacy of related insurance coverage.
• Depreciation entries on both the general ledger and for income tax purposes.
• Adequacy of fidelity and other indemnity protection.

Assists in evaluating the adequacy of the insured depositor institution procedures and internal routines and controls.

Assists in the preparation of information requisite to a thorough analysis of the earnings of an institution.

Prepares drafts of schedules, exhibits, and comments for inclusion in the completed report of examination.

Participates in other phases of an examination as assigned.

Performs functions related to the insured depository institution examination work to include:

• Conducting audit test checks on income and expense accounts.
• Computing capital ratios.
• Reconciling Capital Accounts.
• Reviewing the liquidity including the analysis of fluctuations in loans, securities, deposits, and borrowings.
• Verifying securities and other investments borrowings and other liabilities, and assigned collateral, pledged assets, and safe keeping items.
• Reconciling cash.