Junior Business Development & Financial Planning Pro

Vnex Group; Johor Bahru; Hybrid; MYR 40,000 - 70,000; Full time

Benefits offered by this job

Annual Leave

Annual Bonus

Training Provided

Performance Bonus

Company Trip

5 Working Days

Flexible Working Hours

Work from Home

Staff Discount

Incentives Bonus

Professional Financial Planning Cert.

One-to-One Coaching

Commission

Modern Working Environment

Unlimited Income Potential

Job summary

Jora Malaysia invites fresh graduates and experienced individuals to join a growth-focused financial services team. Receive comprehensive training, mentorship, and ongoing career development to build a long-term career in financial planning and wealth management.

Key responsibilities include developing new business opportunities, assessing client needs, and delivering personalised financial solutions across life, savings, investment, and retirement planning.

Qualifications

• Minimum SPM, Diploma, Bachelor's Degree, or equivalent qualification.
• Fresh graduates and individuals with working experience are welcome; comprehensive training, mentorship, and career development will be provided.
• Strong interest in business development, financial planning, relationship management, and personal growth.
• Confident, outgoing, and comfortable communicating with people from different backgrounds.
• Good communication, interpersonal, presentation, and networking skills.
• Self-motivated, proactive, resilient, and willing to continuously learn and improve.
• Able to work independently with a strong sense of responsibility, while collaborating effectively within a supportive team environment.
• Previous experience in sales, customer service, banking, insurance, property, recruitment, entrepreneurship, or business development is an advantage, but not essential.
• Proficiency in Mandarin, English, Malay, and/or Cantonese/Hokkien is an added advantage.
• Individuals who are ambitious, people-oriented, and serious about building a long-term career in financial services are highly encouraged to apply.

Responsibilities

• Develop new business opportunities through referrals, networking, events, social media, and other business development channels.
• Build and maintain strong, professional relationships with individuals, families, and professionals.
• Understand clients' financial situations, priorities, and future goals through proper needs analysis and financial reviews.
• Recommend and present personalised financial planning strategies based on individual client needs and objectives.
• Provide financial solutions covering areas such as life protection, medical protection, savings, investment, retirement, and legacy planning.
• Explain financial concepts and solutions in a simple, practical, and easy-to-understand manner to help clients make informed decisions.
• Develop and manage long-term client relationships through regular reviews, follow-ups, and ongoing financial support.
• Expand professional networks and strengthen client engagement through social media and digital platforms.
• Build a professional personal brand through social media and digital marketing with guidance from experienced mentors.
• Participate in structured training, coaching, role-play sessions, and mentorship programmes to continuously improve financial knowledge, communication, and business development skills.
• Work closely with experienced mentors and team members to identify new opportunities and support business growth.
• Work towards individual business development, career progression, and income goals while maintaining a high standard of professionalism and client service.

Job description

Jora Malaysia invites fresh graduates and experienced individuals to join a growth-focused financial services team. Receive comprehensive training, mentorship, and ongoing career development to build a long-term career in financial planning and wealth management.

Key responsibilities include developing new business opportunities, assessing client needs, and delivering personalised financial solutions across life, savings, investment, and retirement planning.