Estate Planning Associate
2 weeks ago
**Join Our Team:**
We are seeking a talented Estate Planning Associate to join our team at Finex Capital Holding.
About Us:
Finex Capital Holding is an advisory company specializing in wills, trusts, and estate planning. Our team of professional estate planners and legal advisors provide a wide range of tailor-made wealth succession products to meet the needs of our clients.
Key Responsibilities:
- Vetting of wills, trusts, and commercial transactions-related documents;
- Liaising with clients and sales teams for enquiries related to wills, trust, and estate planning;
- Conducting training sessions and webinars to sales teams and public when required;
- Conducting research for article publications on our social media channels;
- Maintaining expertise in various laws and regulations related to wills, trusts, estate planning, and financial services;
- Conducting legal research and staying updated on new laws and regulations applicable to our company and its businesses, advising management on potential legal issues and risks;
- Ad-hoc assignments assigned by the Head of Department or Department.
Requirements:
- At least one year of working experience in a law firm or insurance company;
- Bachelor of Laws (LL.B) or equivalent qualification, CLP/BPTC is not required;
- Candidates should state their plans to pursue CLP/BPTC studies or not in their resume;
- Experience in conveyancing and litigation is an added advantage;
- Proficiency in speaking and writing Mandarin, English, and Bahasa Malaysia, with Mandarin language skills required for dealing with Mandarin-speaking clients;
- Able to work effectively in a fast-paced environment, managing multiple priorities simultaneously;
- Good interpersonal and communication skills, able to interact with people from all levels;
- Able to work with minimal supervision after completion of internal training.
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