MANAGEMENT TRAINEE

LTH Group Asia; Kuala Lumpur; On-site; MYR 40,000 - 66,000; Full time

Job summary

Jora Malaysia is seeking a client-focused financial planner to get to know the client and set clear expectations for how the planner and client will work together.

You will collect detailed client information, including their financial goals and relevant data to support informed decision-making, then analyse and evaluate the client's financial status. Finally, you will present financial planning recommendations along with suitable alternatives and implement and monitor the plan.

Qualifications

• Posses at least a Diploma or Degree in any field of study.
• 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.
• Friendly and easy-going personality.
• Minimum 1-3 years of relevant experiences.
• Fresh graduate are encourage 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 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.

Skills

Fluent Bahasa

Proficient English

Education

Diploma or Degree in any field

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.