Internship | AVA Wealth Consultancy

What is AVA Internship?

AVA Internship Program is a well-designed program that will let you experience the real financial advisors working lifestyle including 1st month centralised training programs and following months working in respective branch of your selection.

You are able to learn all the financial services and communication techniques that you’ll need in every industry such as NLP (Neuro-Linguistic Programming). You will also participate in various stages of sales, financial planning process, marketing campaigns, recruitment activities and social media strategies.

We are looking forward to have qualified business-minded and open-minded candidates to join our Financial Planning/ Marketing/ Sales/ HR/ IT team in wealth consultation arena.

APPLY NOW!

Internship Application

Please email your RESUME and related document to us:

Internship@ava-wealth.com

We would like to hear from you!

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Office Support Personnel/
Financial Planning

Job Specification of Intern In Wealth Planning Department:
•Arrange appointment with client to meet with our life planning advisor on financial planning or policy servicing issue. Explain the engagement process or underwriting cycle to client.
•Prepare policy summary worksheet for policy that is newly in-forced; keep clients informed the status of proposal by maintaining contact & respond to clients’ query.
•Inputting information into system database; fill-in e-proposal forms; communicating with underwriter through internet communication module; monitor & enhance social media projects.
•Drafting letters & emails to related business parties; follow-up the project progress & prepare required documents; assist in recruitment projects & human resource related tasks.
•Reading MII & MTA books, FPAM financial planning articles & other professional bodies’ materials to enhance professionalism in daily works and help to generate financial plan.

Requirements

Must currently pursue a Diploma or Bachelor’s Degree
We accept ALL courses of study for official internship (need lecturer's approval) or voluntary internship (during semester break)
Positive attitude and able to work as a team and individual
Able to take challenges
Internship period: 1 to 6 months

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Job Specifications

Learn various fields in financial planning
Arrange appointment with client to meet with our life planning advisor on financial planning or policy servicing issues
Provide quality services to clients
Prepare policy summary worksheet for policy that is newly in-forced; keep clients informed the status of proposal by maintaining contact & respond to clients’ query.
Input information into system database; fill-in e-forms; communicate with underwriter through internet communication module
Read MII & MTA books, FPAM financial planning articles & other professional bodies’ materials to enhance professionalism in daily works.

Accommodations

For outstation candidate that need accommodation during the internship program, we may provide air-conditioning hostel that come with attached bathroom and water heater.