MANAGEMENT TRAINEE

LTH Group Asia

Johor Bahru

On-site

MYR 33,000 - 67,000

Full time

2 days ago
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Job summary

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.

Qualifications

  • Diploma or Degree in any field.
  • Fluent in Bahasa and proficient in English.
  • 1–3 years of relevant experience; fresh graduates encouraged to apply.

Responsibilities

  • Getting to know the client and setting clear expectations for collaboration.
  • Collecting detailed client information, including financial goals and data.
  • Analyzing and evaluating a client's financial status.
  • Presenting financial planning recommendations with suitable alternatives.
  • Implementing and monitoring the financial planning recommendation.

Skills

Communication skills
Analytical thinking
Problem solving
Work under pressure
Friendly personality

Education

Diploma or Degree

Job description

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:

  • i. Posses at least a Diploma or Degree in any field of study.
  • ii. Fluent in Bahasa and proficient in English.
  • iii. Strong communication, analytical and problem-solving skills.
  • iv. Able to work effectively in a fast-paced and high pressure environment.
  • v. Friendly and easy-going personality.
  • vi. Minimum 1-3 years of relevant experiences.
  • vii. Fresh graduate are encourage to apply.
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