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Estate Management Specialist

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Advance Wealth Planning is seeking a skilled Wealth and Estate Planner to join our team. As a key member of our financial planning department, you will be responsible for developing and implementing insurance needs planning, will and trust writing to meet clients' needs.

The successful candidate will have a background in finance and insurance, with the ability to develop and implement customized estate plans and financial strategies. Effective communication and interpersonal skills are essential for this role, as you will be working closely with clients to gather information and provide tailored advice.

This is a full-time hybrid role based in Petaling Jaya, with flexibility to work from home. You will be responsible for creating bespoke planning strategies, analyzing financial information, and ensuring clients' financial goals are met through strategic planning and investment management.