Search by job, company or skills

AWG Agency

Estate Planner

AWG Agency
Early Applicant
  • a day ago
  • Be among the first 50 applicants
Exp: 0-2 Years
Malaysia, Kuala Lumpur
Login to check your skill match score

Job Description

Job Responsibility

  • 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

Job Requirements

  • 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

Job Benefits

  • Incentive Trip
  • Commission
  • On field training

More Info

Industry:Other

Function:Finance

Job Type:Permanent Job

Date Posted: 21/11/2024

Job ID: 101083847

Report Job

About Company

AWG Agency
Follow

Hi , want to stand out? Get your resume crafted by experts.

Similar Jobs

Life Planner

E clat AdvisoryCompany Name Confidential

TAKAFUL LIFE PLANNER

SAFt AdvisoryCompany Name Confidential
Last Updated: 21-11-2024 07:04:05 PM
Home Jobs in Malaysia Estate Planner
Jobs by Skill - IT
Jobs by Skill - Non IT
International Jobs