Stakeholder Alignment: Preparing and presenting clear, data-driven reports and presentations to Senior Management, enabling them to make confident, evidence-based decisions and due diligence.
Bachelor's degree in a relevant discipline is the minimum requirement (e.g., Real Estate, Investment, Finance, Economics, Business Management or a related field).
Master’s degree in real estate, Finance, or Business Administration (MBA) is preferrable with added advantage.
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Candidates should possess a customer-focused mindset and Customer Service skills to build trust, address client needs, and maintain long-term relationships.
Relevant experience in financial services, credit reporting, fintech, or B2B data/analytics solutions is beneficial.
Bachelor’s degree in Business, Finance, Marketing, Economics, or a related field is preferred.
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Let’s be real, the traditional financial industry can feel a bit like an old boys' club. Stiff, gatekept, and frankly, lacking a lot of heart. We are completely over that. We are on a mission to evolve the financial planning and advisory scene in Malaysia into a space that is inclusive, empathetic, and truly empowering. To do that, we are looking to recruit TWO ambitious Management Trainees for permanent, full-time professional roles.
This isn’t an entry-level role where you're stuck doing background busywork or hidden in a back office. From Day 1, you will get direct, 1-on-1 personalised mentoring from our founders: Ian Wong, Kimberly Law, and Yuvarajan Periyan.
Our goal is to actively invest in you, championing your growth until you become a highly respected, deeply trusted, and recognized professional leader in the Malaysian financial space. If you want to build a career where financial expertise meets real-world empathy, if you want to skip the standard 10-year corporate grind, then this is your green light.
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