Estate Planner

AWG AGENCY Malaysia, Kuala Lumpur, Wangsa Maju

MYR 3,000.00 - 8,000.00 Per Month
Employment Type
Banking / Financial Services, Insurance
Job Functions
Finance, Marketing, Sales


  • 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
  • Collaborate with other professionals, such as accountants and financial advisors, to ensure that clients’ estate plans are comprehensive and integrated
  • Communicate complex legal and financial concepts to clients in a clear and understandable manner
  • Maintain client relationships and provide ongoing support as needed
  • 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, law, finance, or a related field
  • At least 2 years of experience in estate planning or a related field
  • Knowledge of estate planning laws and regulations
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills
  • Detail-oriented and organized.

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