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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.
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.