Estate Planner

AWG AGENCY Setapak, Malaysia, Kuala Lumpur

MYR 2,500.00 - 8,000.00 Per Month
Employment Type
Insurance, Banking / Financial Services, Consulting (Business & Management)
Job Functions
Sales, Finance, Marketing


  • 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.

About Us

Our Mission 我们的使命

  • Provide professional estate planning & wealth management to individual, family & corporate to achieve a better life. 提供专业的财富传承与理财规划辅助个人,家庭或企业以创造完美人生
  • Provide a career opportunity towards financial freedom. 提供一个迈向财务自由的创业平台
  • Utilize team resources to make customers grow together. 连接团队资源,促进客户互动成长

Our Vision 我们的愿景

Build A High Income (10k-30k Monthly) and Youthful Insurance Planner Team 打造月入过万到日入过千的年轻寿险理财团队

Our Core Values 我们的核心价值

  • Professionalism 专业
  • Excellence 卓越
  • Passion 热枕
  • Growth 成长
  • Happy 快乐

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