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Estate Planner

Salary undisclosed

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Company Description

Kingdom Group’s vision is to become the leading financial planning group in exponential growth and industry recognition. Our mission is to implement a sustainable system that ensures the success of all our life planners by maintaining a commitment to the highest level of service, exceeding client expectations with professionalism and integrity. Our core values emphasize doing the right things, the right way, with the right people.

Role Description

This is a full-time hybrid role for an Estate Planner at Kingdom Group MY located in Petaling Jaya with flexibility for some remote work. The Estate Planner will be responsible for conducting estate planning, financial planning, investment analysis, finance, and insurance assessments on a day-to-day basis.

Qualifications

  • Estate Planning and Financial Planning skills
  • Experience in Investments and Finance
  • Knowledge of Insurance principles
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal abilities
  • Ability to work both independently and collaboratively
  • Relevant certifications such as Certified Financial Planner (CFP) are a plus