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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
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