Management Trainee

LTH Group Asia; Sungai Buloh; On-site; MYR 33,000 - 78,000; Full time

Job summary

Jora Malaysia is seeking a financial planner to work closely with clients, understand their goals, and set clear expectations on how the planning process will unfold.

You will collect detailed client information, analyze financial status, present planning recommendations with suitable alternatives, and implement and monitor the agreed actions to keep progress on track.

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.
• 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 thinking

Problem solving

Fast-paced environment

High pressure

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.