MANAGEMENT TRAINEE

LTH Group Asia; Semenyih; On-site; MYR 33,000 - 56,000; Full time

Job summary

Jora Malaysia is seeking a financial planner to engage with clients, understand their goals, and set clear expectations for how the planner and client will collaborate.

You will collect detailed client information, analyse their financial status, present planning recommendations with suitable alternatives, and implement and monitor the plan to ensure progress.

Qualifications

• Diploma or degree in any field.
• Fluent in Bahasa Malaysia 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 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 skills

Analytical skills

Problem-solving

Detail-oriented

Bahasa Malaysia fluent

English proficiency

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.