AVA WEALTH
Consultancy
What is AVA Internship?
AVA Internship Program is a well-designed program offering real-world experience in financial advisory, starting with a month of centralized training followed by work at a branch of your choice.
You will learn essential financial services, communication techniques like NLP, and participate in sales, financial planning, marketing, recruitment, and social media strategies.
We're seeking business-minded, open-minded candidates for roles in Financial Planning, Marketing, Sales, HR, and IT within wealth consultation.
.png)
Office Support Personnel/
Financial Planning
Job Specification of Intern In Wealth Planning Department:
•Arrange client meetings and explain financial planning processes.
•Prepare policy summaries, update clients, and respond to queries.
•Manage data entry, e-proposals, and underwriter communications.
•Handle correspondence, follow up projects, prepare documents, and assist with HR/recruitment tasks.
•Study professional materials to enhance knowledge and support financial planning.
Requirements
-
Currently pursuing a Diploma or Bachelor’s Degree.
-
Open to all fields of study (with lecturer's approval for official internships or during semester breaks for voluntary internships).
-
Positive attitude, team player, and capable of working independently.
-
Willing to take on challenges.
-
Internship Duration: 1 to 6 months.
Job Specifications
-
Learn about various financial planning fields.
-
Arrange client appointments with life planning advisors for financial or policy issues.
-
Provide high-quality client service.
-
Prepare policy summaries, update clients on proposals, and respond to queries.
-
Enter data into the system, complete e-forms, and communicate with underwriters online.
-
Study MII & MTA books, FPAM articles, and other materials to enhance professionalism.