23 Estate Planning Jobs - July 2026 - High Salaries

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不要错过任何 Estate Planning 的新工作机会
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支持聊天
MYR4,500 - MYR5,500 每月
Fresh Graduates

KL City, WP Kuala Lumpur

靠近火车站
  • Provide legal advice on estate planning, asset distribution, and wealth succession
  • Advise clients on probate, letters of administration, and distribution certificates
  • Educate clients on intestacy laws and implications of dying without a will ...
Estate Planning Will Drafting
+1
Posted
19 hours ago
支持聊天
MYR7,000 - MYR13,000 每月
靠近火车站
  • Ensure all compliance and regulatory requirements are fulfilled while coordinating the collection and verification of supporting documents.
  • Compile and analyze clients' financial information to prepare net worth assessments and support the development of customized structural planning strategies.
  • Assist in evaluating client objectives and financial circumstances to recommend appropriate planning solutions. ...
Posted
20 days ago
MYR2,500 - MYR5,000 每月
+额外补偿
Fresh Graduates
靠近火车站
  • Follow up with clients and provide ongoing support
  • Continuously upgrade your financial knowledge & skills
  • Understand clients' financial goals and life priorities ...
Communication Interpersonal skill
+6

Jadilah pemohon terawal!

Posted
7 days ago
MYR10,000 - MYR12,000 每月
靠近火车站
  • Drive leasing activities, identify business opportunities, and secure quality tenants which may attract more customers to the business and in line with management direction.
  • Team Management
  • Lead, coach, and develop the leasing team to enhance performance and capabilities. ...
Leasing Management Retail Market Operations
+4
Posted
4 days ago
支持聊天
MYR5,000 - MYR10,000 每月
Fresh Graduates

Bandar Kuala Lumpur, WP Kuala Lumpur

靠近火车站
  • Conduct research and compile information for family governance, succession planning, and structural planning exercises.
  • Liaise with clients, lawyers, tax agents, company secretaries, and internal teams to ensure smooth implementation of advisory solutions.
  • Prepare meeting minutes, follow-up action items, and maintain proper documentation records. ...
Financial Planning Investment Management
+4
Posted
22 days ago
MYR2,000 - MYR8,000 每月
+额外补偿
Fresh Graduates

40000 Shah Alam, Shah Alam

  • Stay updated on market trends, economic conditions, and regulatory changes affecting the financial services industry and Takaful products.
  • Claim Assistance: Guide and support clients during the critical moments of filing Takaful claims.
  • Develop and implement comprehensive financial plans for clients, aligning with their short-term and long-term goals. ...
Verbal Communication Interpersonal skill
+8
Posted
7 days ago
MYR2,000 - MYR8,000 每月
+额外补偿
Fresh Graduates

40000 Shah Alam, Shah Alam

  • Stay updated on market trends, economic conditions, and regulatory changes affecting the financial services industry and Takaful products.
  • Claim Assistance: Guide and support clients during the critical moments of filing Takaful claims.
  • Develop and implement comprehensive financial plans for clients, aligning with their short-term and long-term goals. ...
Verbal Communication Interpersonal skill
+8
Posted
7 days ago
MYR2,500 - MYR3,000 monthly
+额外补偿
靠近火车站
  • Manage and complete loan application documents.
  • Achieve sales targets consistently.
Posted
2 months ago
Undisclosed

Singapore

  • Build personal branding and work on strategies to attract leads
  • Achieve sales targets and performance goals
  • Diploma or Bachelor's degree in any subject ...
Posted
7 days ago
Undisclosed

KL City

  • Present the Company’s planning concepts and life insurance products to Prospects
  • Track, manage and follow up on prospective client situations
  • Participate in Private Banker and other Bank or Referral Source employee Training sessions and ongoing follow up to keep Private Bankers informed of the Company’s solutions and potential concepts to fit their client base ...
Posted
6 days ago
SGD3,000 - SGD3,300 每月

Singapore

  • Meet with estate planners andclients virtually and in-person whenever necessary.
  • Interpret and understand instructions, and accurately transpose them intodraft documents.
  • Prepare final documents, including Wills and supporting documents. ...
Posted
17 days ago
SGD2,000 - SGD2,000 每月

Singapore

  • You will provide personalised solutions in areas such as wealth accumulation, protection, and legacy planning.
  • Key Responsibilities:
  • * Build and grow your client portfolio through networking, referrals, and business development activities. ...
Posted
6 days ago
SGD2,000 - SGD10,000 每月

Islandwide (Singapore)

  • You will provide personalised solutions in areas such as wealth accumulation, protection, and legacy planning.
  • Key Responsibilities:
  • * Build and grow your client portfolio through networking, referrals, and business development activities. ...
Posted
10 days ago
MYR2,000 - MYR3,000 每月
WFH

Malaysia

  • Prepare and assist with the required documentation.
  • Build and maintain long-term relationships with clients and business partners.
  • Generate new leads through networking, referrals, seminars, and digital marketing. ...
Posted
15 days ago
SGD3,000 - SGD3,000 每月

Singapore

  • Conduct virtual and in-person meetings with estate planners and clients to clarify instructions and provide updates
  • Interpret client instructions and accurately transpose them into draft legal documents
  • Prepare final Wills and supporting documents for execution ...
Posted
a month ago
Undisclosed

Singapore

  • Support development initiatives, adaptive reuse projects, and asset enhancement strategies
  • Develop proposals, presentation materials, and stakeholder engagement strategies
  • Drive portfolio optimization, operational improvements, and value creation initiatives ...
Posted
17 days ago
SGD5,000 - SGD5,000 每月

Singapore

  • Conduct client presentations, reviews, and consultations.
  • Work closely with internal specialists and partners to provide holistic planning solutions.
  • Continuously upgrade industry knowledge and stay updated with market and regulatory developments. ...
Posted
24 days ago
Undisclosed

KL City

  • Guide individuals and families in protecting and growing their wealth
  • Provide insurance, estate planning, will writing, and financial solutions
  • Build long-term client relationships based on trust and professionalism ...
Posted
6 days ago

ARES COLLECTIVE PTE. LTD.

SGD3,000 - SGD3,000 每月

Singapore

  • Develop and implement business succession plans to secure continuity and legacy for client enterprises
  • Advise clients on legacy funding options to support philanthropic goals and long-term wealth transfer
  • Communicate clearly and confidently with clients to understand their needs and provide tailored estate planning solutions to resolve their issues in their Will and LPA ...
Posted
18 days ago
MYR1,700 - MYR2,000 每月

KL City

  • Pengambilan Ejen Takaful atau Pemimpin dengan Peperiksaan Asas Takaful (TBE)
  • Semua jualan produk WasiatKu
  • Layak menerima insentif pengambilan pekerja. ...
Posted
a month ago
MYR1,700 - MYR2,000 每月

KL City

  • Pengambilan Ejen Takaful atau Pemimpin dengan Peperiksaan Asas Takaful (TBE)
  • Semua jualan produk WasiatKu
  • Layak menerima insentif pengambilan pekerja. ...
Posted
a month ago
MYR600 - MYR800 每月

KL City

  • This is an internship role at My Wishes Integrated Services located in Greater Kuala Lumpur with the opportunity for some remote work. The Intern will be involved in financial planning, finance, retirement planning, communication, and financial services within the team, assisting on various tasks and projects.
Posted
21 days ago
MYR2,500 - MYR9,000 每月
Hybrid • Fresh Graduates
靠近火车站
  • Build and manage client relationships while developing leadership capabilities
  • Progress into a long-term career path as a professional advisor and future agency leader
  • The Next Gen Advisor (NGA) Programme is a structured career launch designed to support aspiring financial advisors with monthly financial allowance, training, and mentorship. ...
Financial Planning Investment Management
+2
Posted
8 months ago