Management Trainee

LTH Group Asia; Kampung Chamang; On-site; MYR 29,000 - 42,000; Full time

Job summary

Jora Malaysia is seeking a capable financial planner to support clients through discovery, analysis and recommendation.

The role involves collecting client data including financial goals, evaluating the client’s financial status and presenting planning options, with implementation and monitoring to ensure goals are met. Fresh graduates are encouraged to apply for this entry-level opportunity.

Qualifications

• Must have at least a Diploma or Degree in any field.
• Fluent in Bahasa and proficient in English.
• Strong communication, analytical and problem-solving skills.
• Able to work in fast-paced/high-pressure environment.
• Friendly and easy-going personality.
• Fresh graduates encouraged to apply.

Responsibilities

• Get to know the client and set clear expectations for planner-client collaboration.
• Collect detailed client data including financial goals to support decisions.
• Analyse and evaluate the client's financial status.
• Present financial planning recommendations with suitable alternatives.
• Implement and monitor the financial planning recommendations.

Skills

Communication

Analytical

Problem-solving

Attention to detail

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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