Management Trainee

LTH Group Asia Company

Kuala Kangsar

On-site

MYR 45,000 - 89,000

Full time

7 days ago
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Job summary

Jora Malaysia is seeking a motivated financial planner to build relationships with clients, gather financial data, and craft tailored financial plans in a dynamic environment.

Responsibilities include understanding client goals, analyzing financial status, presenting recommendations, and implementing and monitoring plans. Fresh graduates welcome; fluent Bahasa and English required.

Qualifications

  • Diploma or Degree in any field.
  • Fluent in Bahasa and proficient in English.
  • Strong communication, analytical and problem-solving skills.
  • Able to work effectively in a fast-paced and high-pressure environment.
  • Fresh graduates are encouraged to apply.

Responsibilities

  • Understand client goals and set clear expectations for planner–client collaboration.
  • Collect detailed client information, including financial goals and data to support decisions.
  • Analyze and evaluate client financial status.
  • Present financial planning recommendations with alternatives.
  • Implement and monitor financial planning recommendations.

Skills

Communication
Analytical
Problem-solving

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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