Management Trainee

LTH Group Asia Company; Kuantan; On-site; MYR 33,000 - 60,000; Full time

Job summary

Jora Malaysia is seeking a Financial Planner to guide clients through the planning process, gathering detailed information and assessing financial status to support informed decisions.

This role involves presenting tailored recommendations, offering alternatives, and implementing and monitoring the plan while maintaining clear client communication.

Qualifications

• Possess 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 graduates are 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 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

Communication

Analytical skills

Problem solving

English proficiency

Bahasa proficiency

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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