Management Trainee

LTH Group Asia; Tampin; On-site; MYR 36,000 - 60,000; Full time

Job summary

Jora Malaysia is seeking a Financial Planner to guide clients through goal-based financial planning, gather data, and present actionable recommendations.

You will analyze clients' financial status, set clear expectations, and monitor outcomes while adapting recommendations as needed.

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 in a fast-paced, high-pressure environment.
• 1–3 years of relevant experience; fresh graduates encouraged.

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

Adaptability

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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