Management Trainee

LTH Group Asia; Terengganu; On-site; MYR 33,000 - 67,000; Full time

Job summary

Jora Malaysia seeks a financial planner to engage clients, collect detailed information on their financial goals, and set clear expectations for how the planner and client will work together.

You will analyze clients' financial status, present planning recommendations with suitable alternatives, and implement and monitor the agreed-upon plan in a fast-paced environment.

Qualifications

• Possess at least a 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 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

Bahasa Malaysia proficiency

English proficiency

Communication skills

Analytical thinking

Problem-solving

Education

Diploma or Degree

Job description

Jora Malaysia will close on 16th 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.