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Estate Planner

RM 2,500 - RM 5,000 / Per Mon


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  • Work with clients to identify their estate planning needs and goals
  • Develop and implement customized estate plans for clients, including wills, trusts, and other legal documents
  • Provide advice and guidance on tax planning, charitable giving, and other financial matters related to estate planning
  • Communicate complex legal and financial concepts to clients in a clear and understandable manner
  • Keep abreast of changes in estate planning laws and regulations and adjust client plans accordingly
  • Market estate planning services to potential clients and network with other professionals in the industry
  • Fresh graduates
  • SPM/Bachelor's degree in accounting, finance, business administrations or a related field
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem solving skills
  • Details oriented and organized.
  • CFP / RFP qualification will be an added bonus
  • Can communicate well in English, Bahasa Malaysia and Mandarin
  • Incentive Trip
  • Commission
  • On field training