Junior Financial Planner Trainee – Client Solutions

LTH Group Asia; Klang City; On-site; MYR 30,000 - 60,000; Full time

Job summary

LTH Group Asia is seeking a financial planning assistant to understand client needs and set clear expectations for collaboration. You will collect detailed financial goals and data to support informed decision-making, analyze client financial status, present recommendations with alternatives, and implement and monitor the plan.

The ideal candidate has a diploma or degree, fluent Bahasa Malaysia and strong English, and can thrive in a fast-paced environment.

Qualifications

• Diploma or degree in any field.
• Fluent in Bahasa Malaysia and proficient in English.
• Strong communication, analytical and problem-solving abilities.
• Capable of working in a fast-paced, high-pressure environment.
• Friendly, easy-going personality.
• 1–3 years of relevant experience; fresh graduates encouraged to apply.

Responsibilities

• Getting to know the client and setting clear expectations for how the planner and client will work together.
• Collecting detailed client information, including financial goals and data to support decision-making.
• Analyzing and evaluating a client's financial status.
• Presenting financial planning recommendations with suitable alternatives.
• Implementing and monitoring the financial planning recommendation.

Skills

Bahasa Malaysia fluent

English proficiency

Strong communication

Analytical skills

Problem-solving

Education

Diploma or Degree (any field)

Job description

LTH Group Asia is seeking a financial planning assistant to understand client needs and set clear expectations for collaboration. You will collect detailed financial goals and data to support informed decision-making, analyze client financial status, present recommendations with alternatives, and implement and monitor the plan.

The ideal candidate has a diploma or degree, fluent Bahasa Malaysia and strong English, and can thrive in a fast-paced environment.