- Jalan PJU 8/5A Petaling Jaya Selangor Malaysia 47820

Working Location
Job Description
Requirements
Develop and maintain strong, long-term relationships with High Net Worth clients by delivering personalized trust and estate planning solutions.
Conduct detailed financial analyses to identify clients' goals and recommend strategic solutions to maximize and protect their wealth.
Stay informed on economic trends, global markets, evolving client needs, and competitive products to structure customized trust offerings.
Promote and cross-sell a comprehensive suite of trust and estate planning products to both existing and prospective clients.
Deliver professional presentations on trust and estate solutions to clients, business partners, and internal stakeholders when required.
Collaborate closely with internal teams to ensure seamless delivery of financial solutions and exceptional client service.
Responsibilities
Develop and maintain strong, long-term relationships with High Net Worth clients by delivering personalized trust and estate planning solutions.
Conduct detailed financial analyses to identify clients' goals and recommend strategic solutions to maximize and protect their wealth.
Stay informed on economic trends, global markets, evolving client needs, and competitive products to structure customized trust offerings.
Promote and cross-sell a comprehensive suite of trust and estate planning products to both existing and prospective clients.
Deliver professional presentations on trust and estate solutions to clients, business partners, and internal stakeholders when required.
Collaborate closely with internal teams to ensure seamless delivery of financial solutions and exceptional client service.
Benefits
TAMAN JAYA
0.3 km
ASIA JAYA
1.1 km
UNIVERSITI
2.0 km
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