Financial Planning Trainee: Shape Client Futures

LTH Group Asia; Selangor; On-site; MYR 33,000 - 58,000; Full time

Job summary

Jora Malaysia is seeking a Management Trainee in Financial Planning Services to learn and support comprehensive client financial planning processes. The role involves building strong client relationships, gathering data, and assisting in the development of strategic financial plans under supervision.

The trainee will contribute to presenting recommendations, implementing plans, and monitoring outcomes as part of a structured development program within the Malaysian market.

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 learn and support comprehensive client financial planning processes. The role involves building strong client relationships, gathering data, and assisting in the development of strategic financial plans under supervision.

The trainee will contribute to presenting recommendations, implementing plans, and monitoring outcomes as part of a structured development program within the Malaysian market.