MANAGEMENT TRAINEE

LTH Group Asia

Klang City

On-site

MYR 30,000 - 60,000

Full time

9 days ago

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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

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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