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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.
Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.
Getting to know the client and setting clear expectations for how the planner and client will work together.
Collecting detailed client information, including their financial goals and relevant data to support informed decision-making.
Analysing and evaluating a client's financial status.
Present financial planning recommendations along with suitable alternatives.
Implementing and monitoring the financial planning recommendation.
Requirements: