AWG AGENCY Hiring! Estate Planner in Federal Territory, Earn up to MYR 8,000 - Ricebowl

Description

• 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.

Qualifications:

• Warm welcome to fresh graduates
• SPM / Bachelor's degree in accounting, finance, law, finance, 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.
• Discipline and have high commitment.
• Can communicate well in English, Bahasa Malaysia and Mandarin.
• CFP / RFP qualification (will be an added bonus)

Job Types: Internship, Part-time, Full-time

Pay: RM3,000.00 - RM8,000.00 per month

Education:

• STM/STPM (Preferred)

Language:

• Mandarin (Preferred)

Work Location: In person