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Estate Planner ( Full time/ Part time )

Consulting
Full-time
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KUALA LUMPUR, Kuala Lumpur

About The Job

Job Description

  • Meet with clients to discern their wishes, draft appropriate documents including Wills, Trusts, Powers of Attorney, and Health Care Directives, advise on the estate, gift, GST, and income tax matters.
  • Supports other attorneys with the above tasks as required.
  • Deal with various forms of Estate Planning services, and specialize in giving advice to clients on a wide range of subjects to help them meeting their Life Planning goals.
  • Advise and provide comprehensive Life Planning solutions
  • Involved in a full range of estate planning and private trust services, including will writing, private trust set-up, estate and trust administration.
  • Handle a portfolio of cases to structure, draft and administer clients’ wills and trusts.
  • Deal with various administrative aspects of their portfolio, dealing directly with clients, their advisors, relevant government authorities and family members.
  • Manage the all aspects of Will and trust set-up; estate and trust administration; perform comprehensive reviews of financial statements for trust structures
  • Review documents pertaining to the establishment and continuation of private and complex trusts

Job Requirements

PERSONAL BACKGROUND 
  • Aged between 22-45
  • Education level diploma & above 
  •  Min 2 years working experience in outdoor sales & marketing
  • MALAYSIAN ONLY
  • Fluent English and Mandarin Speaker 

BEHAVIOUR / ATTITUDE 
  • Desire to Succeed 
  • Highly Driven 
  • Sociable 
  • Street Smart 
  • Humility 
  • Future Leader 

SELF COMMITMENT 
  • Committed in making a change for a better life 
  • Willing to change 
  • Willing to move out from comfort zone 
  • Short & long term goals 
  • Punctuality 

Our Culture

OUR BELIEF

 As an modern and innovative insurance agency , we are committed to serve our clients to make a better lifestyle by providing AIA Vitality Program . A SPECIAL rewarding insurance program that solely provided by AIA. We believe insurance planning will not only occurs during unfortunate events happened while staying healthy will also be rewarding at the same time. 


ABOUT US

We are AVGians.
 
We are a group of life planner who share an awesome vision of helping every MALAYSIAN to live in a healthier, longer , better lives. We believe that financial planning could be work in a modern and innovative way. This awesome vision allows our members to get financial freedom and be a great person at the same time. We challenge ourselves to think creatively in order to handle all the obstacles.  
 
Join Us Now to fulfill the Awesome Vision Together .

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