We are looking for driven, people-oriented individuals who are interested in building a career in business development, client strategy, personal finance, and entrepreneurship.
This role is suited for someone who does not want a typical desk-bound job, and is open to learning how to build a client-facing business from the ground up. You will be trained to understand client needs, communicate financial concepts clearly, and develop long-term relationships through structured outreach systems.
Our team is part of INZY, an organisation representing AIA Financial Advisers, with a strong focus on making financial planning more approachable, relatable, and practical for everyday people. Unlike the traditional image of the insurance industry, our approach focuses heavily on cold-market systems, structured client acquisition, education-based conversations, and professional development, rather than relying only on friends and family.
What You Will Learn
You will be exposed to:
Client communication and relationship-building Business development and cold-market outreach strategies Personal finance, protection, retirement, and wealth planning concepts How to conduct basic financial needs discovery How to explain financial solutions in a simple and relatable way How to manage follow-ups, client appointments, and long-term relationships How to build a sustainable personal business with mentorship and team support
What You Will Be Doing
As part of the team, your responsibilities may include:
Engaging potential clients through structured outreach channels
Setting appointments and conducting introductory financial conversations
Understanding client goals, concerns, and financial priorities
Preparing simple recommendations and discussion materials with guidance
Supporting client follow-ups and relationship management
Participating in training, coaching, and team development sessions
Learning how to build a long-term client base through professional, non-pushy methods
Who We Are Looking For
We are open to students, fresh graduates, and career switchers who are:
Comfortable speaking to people
Willing to learn and be coached
Self-driven and disciplined
Interested in finance, business, sales, psychology, or entrepreneurship
Looking for a career with progression instead of a fixed ceiling
Kindly note that only shortlisted candidates will be notified.
Related Job Searches:
- Company:
INZY - Designation:
Business Development Intern - Finance and Client Strategy - Profession:
Banking / Finance - Industry:
Finance - Location:
Woodlands