Financial Planning Trainee - Client Strategy & Growth

LTH Group Asia; Johor Bahru; On-site; MYR 33,000 - 67,000; Full time

Job summary

Jora Malaysia is seeking a capable financial planner to work closely with clients, gather financial goals, and analyze their status. You will present tailored planning recommendations and alternatives, then implement and monitor the agreed plan to support clients' financial journeys.

The role emphasizes strong communication, problem-solving, and the ability to work in a fast-paced environment while maintaining a friendly client-facing approach. Fresh graduates are welcome to apply.

Qualifications

• Diploma or Degree in any field.
• Fluent in Bahasa and proficient in English.
• 1–3 years of relevant experience; fresh graduates encouraged to apply.

Responsibilities

• Getting to know the client and setting clear expectations for collaboration.
• Collecting detailed client information, including financial goals and data.
• Analyzing and evaluating a client's financial status.
• Presenting financial planning recommendations with suitable alternatives.
• Implementing and monitoring the financial planning recommendation.

Skills

Communication skills

Analytical thinking

Problem solving

Work under pressure

Friendly personality

Education

Diploma or Degree

Job description

Jora Malaysia is seeking a capable financial planner to work closely with clients, gather financial goals, and analyze their status. You will present tailored planning recommendations and alternatives, then implement and monitor the agreed plan to support clients' financial journeys.

The role emphasizes strong communication, problem-solving, and the ability to work in a fast-paced environment while maintaining a friendly client-facing approach. Fresh graduates are welcome to apply.