- Jalan Sultan Ismail Bandar Kuala Lumpur WP Kuala Lumpur Malaysia 55100

工作地点
职位描述
任职资格
Provide strategic legal and advisory support to HNW/UHNW clients on wealth preservation, succession planning, asset protection, estate planning, and related wealth structuring matters.
Design, structure, and implement tailored trust and wealth preservation solutions aligned with clients’ financial, family, and succession objectives.
Advise clients and their families on family governance, business succession, intergenerational wealth transfer, and long-term asset protection strategies.
Review and advise on relevant legal, regulatory, and compliance requirements, including AML/CFT, FATCA, CRS, economic substance, beneficial ownership, and applicable offshore regulations.
Work closely with bankers, tax advisers, financial institutions, lawyers, accountants, and other professional advisers to develop and deliver comprehensive client solutions.
Build and maintain strong relationships with HNW/UHNW clients, intermediaries, professional networks, and strategic partners to support long-term client engagement and business development.
Identify and develop new business opportunities through networking, professional referrals, strategic partnerships, market engagement, and relationship-building initiatives.
Support the client onboarding and account-opening process, including understanding client requirements, conducting due diligence, reviewing client documentation, and ensuring compliance with applicable regulatory and internal requirements.
Conduct client needs assessments and preliminary legal/structuring reviews to identify suitable trust and wealth planning solutions.
Prepare and review relevant legal, trust, corporate, and client documentation in accordance with applicable laws, regulations, and internal policies.
Work collaboratively with internal teams, including Trust, Compliance, Business Development, and Operations, to ensure seamless execution of client structures and ongoing administration.
Monitor developments in trust, estate planning, wealth management, and offshore regulatory frameworks, and provide relevant updates and recommendations to clients and internal stakeholders.
Contribute to business development and market expansion initiatives by leveraging professional expertise, industry networks, and client relationships.
岗位职责
LL.B qualification and admitted as an Advocate & Solicitor of the High Court of Malaya.
8 to 10 years of Post-Qualification Experience (PQE) in estate planning, private client practice, trusts, conveyancing, banking & finance, or related legal fields.
Strong knowledge of Malaysian laws and practices relating to estate planning, trusts, wealth advisory, probate, succession planning, conveyancing, and banking & finance.
Familiarity with international taxation laws and trust laws in other jurisdictions will be an added advantage.
Excellent legal drafting, communication, stakeholder management, and client advisory skills.
Proactive, commercially driven, and able to manage sensitive and confidential matters with the highest level of professionalism and discretion.
Strong ability to build and maintain relationships with clients and professional partners.
好处
MRL - RAJA CHULAN
0.2 km
MRT - BUKIT BINTANG
0.4 km
MRL - BUKIT BINTANG
0.4 km
MRT - CONLAY
0.8 km
MRL - IMBI
0.8 km
MRL - BUKIT NANAS
1.0 km
LRT - KLCC
1.0 km
MRT - PERSIARAN KLCC
1.1 km
MRL - HANG TUAH
1.2 km
LRT - HANG TUAH
1.2 km
LRT - PLAZA RAKYAT
1.2 km
MRT - TUN RAZAK EXCHANGE
1.3 km
LRT - DANG WANGI
1.3 km
MRT - MERDEKA
1.3 km
LRT - KAMPUNG BARU
1.4 km
LRT - AMPANG PARK
1.4 km
MRT - AMPANG PARK
1.4 km
重要安全守则
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