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info@mwealth.online

 Internship Opportunities

Financial Planning Assistant Internship

Who we are looking for:

  • To assist Financial Planner to identify customers' financial needs and to provide professional financial planning analysis, advice and solution on wealth management
  • To provide quality client support service to Financial Consultants
  • To build good relationship with clients, follow up their enquires & update financial status
  • Perform financial research and analysis on market trends.

 

Requirements:

  • Outgoing personality with good communication skills and networking ability
  • Strong attention to detail
  • Related experience with IA, MPFA or SFC will be an advantage

 

 
Admin & Account Internship

Who we are looking for:

  • Assist with daily administrative tasks such as filing, data entry, and document organization
  • Support basic accounting duties including invoice processing, expense tracking, and reconciliation
  • Maintain and update internal databases and records
  • Help prepare financial reports and assist with audit documentation
  • Perform ad hoc tasks as required

 

Requirements:

  • Currently enrolled in Associate/Bachelor's Degree (preferably in Accounting, Business Administration, or related field)
  • Proficient in MS Office (Excel, Word, Outlook)
  • Strong attention to detail and organizational skills
  • Goof communication skills in English and Cantonese
  • Able to work independently and manage time effectively
  • Prior experience in admin or accounting is preferred

 

 

 

Marketing Internship

Who we are looking for:

  • Assist in creating and scheduling content for social media platforms
  • Support the development of marketing materials for financial products and services
  • Conduct market research and competitor analysis in the financial advisory space
  • Help organize client engagement campaigns and promotional events
  • Collaborate with internal departments to align messaging with brand strategy

 

Requirements:

  • Currently enrolled in Associate/Bachelor's Degree (preferably in Marketing, Finance, Communications, or Business)

  • Strong written and verbal communication skills in English and Cantonese

  • Familiarity with social media platforms and digital marketing tools 

  • Interest in financial services and client engagement

  • Creative mindset with attention to detail

  • Self-motivated and able to manage time independently