MANAGEMENT TRAINEE

LTH Group Asia; Sepang; On-site; MYR 27,000 - 45,000; Full time

Job summary

Jora Malaysia is seeking a Management Trainee in Financial Planning Services to join our team. You will learn to establish and define the client-planner relationship, gather client data and goals, and analyze the financial status under guidance.

You will develop and present financial planning recommendations, implement them, and monitor outcomes as part of a structured trainee program designed to build a career in advisory services.

Responsibilities

• Establishing and defining the client-planner relationship.
• Gathering client data, including goals.
• Analysing and evaluating client financial status.
• Developing and presenting financial planning recommendations and/or alternatives.
• Implementing the financial planning recommendations.
• Monitoring the financial planning recommendations.

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.

Management Trainee in Financial Planning Services Jobs Description:

• i. Establishing and defining the client-planner relationship.
• ii. Gathering client data, including goals.
• iii. Analysing and evaluating client financial status.
• iv. Developing and presenting financial planning recommendations and/or alternatives.
• v. Implementing the financial planning recommendations.
• vi. Monitoring the financial planning recommendations.