Estate Planning Consultant

2 weeks ago


Kuala Lumpur, Kuala Lumpur, Malaysia Howden Private Wealth Full time

We are seeking a highly motivated Estate Planning Consultant to join our team at Howden Private Wealth. As a member of our team, you will work closely with Private Bankers and other Referral Sources to develop leads and prospects for our planning and life insurance products.

About the Role:

You will be responsible for establishing relationships with Private Bankers and other Referral Sources within your assigned territories. You will also work closely with these professionals to develop leads and prospects for our planning and life insurance products.

Key responsibilities will include meeting with clients (with and without Private Bankers and other Referral Sources present) where appropriate pursuant to the solicitation guidelines and client availability. You will also present the Company's planning concepts and life insurance products to Prospects.

Requirements:

The successful candidate will have a Bachelor's degree from a reputable university, with 5 to 10 years of relevant experience in the financial industry. Experience and knowledge in life insurance and/or HNW space will be preferred. The individual should possess strong analytical and problem-solving skills, excellent communication, driven and ambitious in delivery of results. Self-motivated and mature individuals who possess a strong drive for excellence and passionately committed to developing a long-term career in the industry.



  • Kuala Lumpur, Kuala Lumpur, Malaysia CSI PROP Full time

    We are seeking a talented International Real Estate Consultant to join our team at CSI PROP. As a key member of our sales team, you will be responsible for promoting and selling overseas property investment opportunities to high-net-worth individuals and investors.About Our TeamWe have a dedicated team of professionals with extensive knowledge of the...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Infinity Life Changer Group Full time

    We are seeking a motivated Estate Planning Recruitment Manager to join our team at Infinity Life Changer Group. The role involves tasks such as job description development, hiring, communication, interviewing, and recruiting.The ideal candidate will have experience in estate planning industry and possess strong interpersonal skills. A Bachelor's degree,...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full time

    We are looking for a highly skilled Financial Planning Consultant to join our team in Kuala Lumpur. As a key member of our wealth management team, you will be responsible for providing tailored financial advice and solutions to high-net-worth individuals and families.Your key responsibilities will include:Developing and managing a portfolio of high-net-worth...


  • Kuala Lumpur, Kuala Lumpur, Malaysia RHB Banking Group Full time

    About the RoleRHB Banking Group is seeking an exceptional Trust and Estate Administrator to join our team.The successful candidate will be responsible for administering private trusts, managing estates, drafting and finalising trust documents, and providing monthly reports to clients.This role requires strong organisational skills, attention to detail, and...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Henry Butcher Malaysia (Mont Kiara) Sdn Bhd Full time

    HBMK is a prominent property and facility management company registered under The Board of Valuers, Appraisers, Estate Agents, and Property Managers. With a rich history dating back to 1987, the company has become synonymous with excellence in managing high-quality real estate properties and offering unparalleled real estate consultancy services.The company...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Howden Private Wealth Full time

    About UsWe are Howden Private Wealth, a leading insurance broker with over 40 years of industry experience. We partner with private banks, family offices, law and tax advisory firms to provide bespoke insurance solutions for UHNW individuals globally.With representatives across multiple locations, we offer holistic solutions that cater to our clients'...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Businesslist Full time

    As a Real Estate Acquisition Specialist at Businesslist, you will be responsible for assessing property development and or redevelopment opportunities that are suitable for our company.Key Responsibilities:Develop a growth strategy to build a pipeline of suitable properties for acquisition.Assess property development and or redevelopment opportunities that...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Howden Private Wealth Full time

    About UsWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.We have representatives across Hong Kong,...


  • Kuala Lumpur, Kuala Lumpur, Malaysia 1 Pavilion Property Consultancy Sdn Bhd Full time

    Luxury Real Estate Marketing Specialist Job DescriptionWe are seeking a highly skilled Luxury Real Estate Marketing Specialist to join our team at 1 Pavilion Property Consultancy Sdn Bhd. As a Luxury Real Estate Marketing Specialist, you will be responsible for developing and implementing marketing strategies that showcase our luxury properties to high-end...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Howden Private Wealth Full time

    3 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Howden Private WealthAbout UsWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory...


  • Kuala Lumpur, Kuala Lumpur, Malaysia CHAGEE Malaysia Full time

    Develop and constantly update the region's property strategy at a micro level to align with the company's overall objectives and growth plans.Identify suitable sites for new locations based on the property strategy.Negotiate with landlords and property owners to secure favorable commercial arrangements, including lease terms, rental rates, and other terms...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Brooadreach Realty Sdn Bhd Full time

    RequirementsTo succeed in this role, the Business Development Consultant will need to have excellent negotiation and communication skills, as well as a strong understanding of the local property market and industry regulations.The ideal candidate will also have a Diploma or Bachelor's Degree in Real Estate, Business, Marketing, or a related field, and at...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Mapletree Full time

    Job SummaryThis role is a key part of Mapletree's Asset Management department, focusing on developing and executing strategies to optimize the value of our real estate portfolio.The ideal candidate will have experience in analyzing data to inform investment decisions, as well as a strong understanding of the real estate market and trends.Key...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Golden Scoop Sdn Bhd (Baskin-Robbins Malaysia & Singapore) Full time

    Are you a results-driven professional with a passion for real estate development?We are seeking a highly skilled Business Development Senior Executive to join our team at Golden Scoop Sdn Bhd (Baskin-Robbins Malaysia & Singapore).About the RoleThe Business Development Senior Executive will drive business growth by identifying new real estate opportunities,...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Golden Scoop Sdn Bhd (Baskin-Robbins Malaysia & Singapore) Full time

    We are seeking a highly skilled Business Development Senior Executive to join our team at Golden Scoop Sdn Bhd (Baskin-Robbins Malaysia & Singapore).This is an exceptional opportunity for a talented professional to contribute to the company's success and drive business growth through strategic planning, site selection, and leasing operations.About the...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Berhad Full time

    The Manager, Growth Segment - Real Estate Specialist will be responsible for developing and overseeing growth of the Loan Portfolio for Commercial Real Estate (CRE) within Business Corporate Banking (BCB). The successful candidate will also assist Business Centers (BCs) in acquiring customers/projects and in proposing suitable financing structures in terms...


  • Kuala Lumpur, Kuala Lumpur, Malaysia MVC Resources Full time

    Job DescriptionMVC Resources seeks an experienced Senior Property Executive to lead its real estate portfolio management efforts. The successful candidate will drive business growth through strategic planning, market analysis, and collaborative team leadership.About the Role:Support the Asset Management team in developing and implementing strategies to...

  • Sales Consultant

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Themakeover Full time

    The Role:As the Sales Consultant at The Makeover Guys, you will focus on providing consultations on interior makeover and advice on maximizing property returns. Our mission is enabling people to enjoy better homes. You will establish and cultivate relationships with homeowners and to provide strategic solutions for their properties. You are key in building...


  • Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time

    We are looking for a Real Estate Finance Specialist to join our Emerging Banking team at OCBC Bank.The ideal candidate will have a strong understanding of the financial landscape and real estate market, with excellent communication and people management skills.The key responsibilities of this role include:Empanelment process management.Market research and...


  • Kuala Lumpur, Kuala Lumpur, Malaysia CapitaLand Full time

    Key ResponsibilitiesSupport the Head of Department in developing and implementing strategic plans for asset acquisition and divestment in Malaysia;Identify and source investment opportunities in real estate across various asset classes, adhering to established guidelines and criteria;Conduct thorough financial analyses and feasibility studies to evaluate...