Financial Planning Trainee — Client Strategy & Impact

LTH Group Asia; Sepang; On-site; MYR 27,000 - 45,000; Full time

Job summary

Jora Malaysia is seeking a Management Trainee in Financial Planning Services to join our team. You will learn to establish and define the client-planner relationship, gather client data and goals, and analyze the financial status under guidance.

You will develop and present financial planning recommendations, implement them, and monitor outcomes as part of a structured trainee program designed to build a career in advisory services.

Responsibilities

• Establishing and defining the client-planner relationship.
• Gathering client data, including goals.
• Analysing and evaluating client financial status.
• Developing and presenting financial planning recommendations and/or alternatives.
• Implementing the financial planning recommendations.
• Monitoring the financial planning recommendations.

Job description

Jora Malaysia is seeking a Management Trainee in Financial Planning Services to join our team. You will learn to establish and define the client-planner relationship, gather client data and goals, and analyze the financial status under guidance.

You will develop and present financial planning recommendations, implement them, and monitor outcomes as part of a structured trainee program designed to build a career in advisory services.