Estate Planning Associate

2 weeks ago


Subang Jaya, Selangor, Malaysia Finex Capital Holding Full time

**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.


  • Petaling Jaya, Selangor, Malaysia Advance Wealth Planning Full time

    Advance Wealth Planning Petaling Jaya, Selangor, Malaysia2 days ago Be among the first 25 applicantsDirect message the job poster from Advance Wealth PlanningCompany DescriptionRole DescriptionThis is a full-time hybrid role for a Wealth and Estate Planner based in Petaling Jaya, work from home acceptable.The Wealth and Estate Planner will be responsible for...


  • Petaling Jaya, Selangor, Malaysia Advance Wealth Planning Full time

    **Job Title: Wealth and Estate Planner**We are looking for an experienced Wealth and Estate Planner to join our team at Advance Wealth Planning. As a key member of our team, you will play a critical role in developing and implementing insurance needs planning, will and trust writing to meet clients' needs, advising on financial planning strategies and...


  • Petaling Jaya, Selangor, Malaysia Advance Wealth Planning Full time

    **Advance Wealth Planning is seeking a dedicated and skilled Wealth and Estate Planner to join our team.**This full-time hybrid role based in Petaling Jaya requires the ability to develop and implement insurance needs planning, will and trust writing to meet clients' needs, advising on financial planning strategies and providing insurance...


  • Petaling Jaya, Selangor, Malaysia Advance Wealth Planning Full time

    **Full-time Wealth and Estate Planner Position**We are seeking a highly motivated and experienced Wealth and Estate Planner to join our team at Advance Wealth Planning. As a key member of our team, you will play a critical role in developing and implementing insurance needs planning, will and trust writing to meet clients' needs, advising on financial...


  • Subang Jaya, Selangor, Malaysia Finex Capital Holding Full time

    **Job Summary:**We are seeking a highly skilled and motivated Executive Estate Planner 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...


  • Petaling Jaya, Selangor, Malaysia Advance Wealth Planning Full time

    **Wealth and Estate Planner Position Available**At Advance Wealth Planning, we are committed to delivering exceptional service to our clients. We are seeking an experienced Wealth and Estate Planner to join our team and help us achieve this goal.In this role, you will be responsible for developing and implementing insurance needs planning, will and trust...


  • Petaling Jaya, Selangor, Malaysia Reapfield Properties (HQ) Sdn Bhd Full time

    Job DescriptionWe are seeking a highly skilled and motivated Realtor Administrative Associate to join our team at Reapfield Properties (HQ) Sdn Bhd. In this role, you will be responsible for providing administrative support to our real estate professionals and assisting with marketing and sales efforts.Key Responsibilities:Provide administrative support to...


  • Petaling Jaya, Selangor, Malaysia Grab Full time

    We're seeking an experienced Associate Director to lead our Business Planning team at Grab. As a key member of our Strategic Finance team, you'll be responsible for driving our financial strategy and partnering with various departments to provide critical analysis and strategic support.About the RoleThis onsite role is based in Petaling Jaya, Selangor, and...


  • Petaling Jaya, Selangor, Malaysia Decathlon Malaysia Full time

    About the RoleWe are seeking a skilled Facilities & Maintenance Manager to lead maintenance activities and drive real estate portfolio improvements at Decathlon Malaysia.The successful candidate will have expertise in maintenance management, with experience in planning, developing, and executing building maintenance activities. They will also possess...


  • Subang Jaya, Selangor, Malaysia Associated Equipment Division Full time

    Job Overview">Associated Equipment Division is seeking a highly skilled Senior Financial Planning Manager to lead its financial operations. As a key member of the team, you will be responsible for preparing and analyzing financial reports, ensuring timely submission of tax returns, and overseeing special projects.About the RoleKey Responsibilities:Prepare...


  • Subang Jaya, Selangor, Malaysia Net One Asia Full time

    About Net One Asia:We are a forward-thinking company that provides innovative IT solutions and services to our clients. Our goal is to empower our clients to achieve their business objectives through technology.Job Summary:We are seeking a skilled Client Success Associate to join our sales team. As a Client Success Associate, you will be responsible for...


  • Petaling Jaya, Selangor, Malaysia Sime Darby Property Full time

    Key ResponsibilitiesThe successful candidate will support the manager in overseeing land-related activities, including land bank administration and outgoing payments. The ideal candidate will have a strong background in estate management and property development, with excellent communication skills.The role involves preparing pre-comp plans, collaborating...


  • Petaling Jaya, Selangor, Malaysia Hitachi Vantara Corporation Full time

    DescriptionMission statement :Hitachi Energy Real Estate Function supports & manages all properties globally. The areas include portfolio management, site selection, workplace, facility maintenance & management, project delivery and financials.We are looking for a Real Estate Contract Management Specialist to be based either in Singapore OR Malaysia, who...


  • Subang Jaya, Selangor, Malaysia Net One Asia Sdn Bhd Full time

    We are seeking an experienced and skilled IT professional to join our team as an Associate Support Engineer at Net One Asia Sdn Bhd. As a key member of our Technical Operations team, you will play a vital role in ensuring the smooth delivery of our IT services to our clients.ResponsibilitiesTechnical Operations: Contribute to the planning, execution, and...

  • Associate Professor

    3 weeks ago


    Subang Jaya, Selangor, Malaysia Reading Full time

    Associate Professor - Clinical PsychologyTaylor's University is a leading international University amongst the top 10 Malaysian universities. With an unparalleled reputation for outstanding experience provided to its students, Taylor's University is pioneering an approach to university education which aims to develop the intellectual, physical, and emotional...


  • Petaling Jaya, Selangor, Malaysia Hitachi ABB Power Grids Full time

    Hitachi Energy Real Estate Function supports & manages all properties globally. The areas include portfolio management, site selection, workplace, facility maintenance & management, project delivery and financials.We are looking for a Real Estate Contract Management Specialist to be based either in Singapore OR Malaysia, who will be responsible for...


  • Petaling Jaya, Selangor, Malaysia Cycle & Carriage Bintang Berhad Full time

    Executive - Financial Planning and AnalysisImplement margin analysis and reporting across Sales and Aftersales Divisions, ensuring alignment with Jardine International Motors reporting standards, and prepare margin input for gap review meetings.Identify profitability gaps at branch and group levels, recommending and implementing necessary remediation...

  • Associate Professor

    3 weeks ago


    Subang Jaya, Selangor, Malaysia Taylor's University Full time

    Associate Professor - Hospitality Analytics/Hotel Revenue Management4 days ago Be among the first 25 applicantsResponsibilitiesUndertake teaching and teaching related duties such as design, preparation and development of teaching materials; conduct classes/lectures, tutorials and practicals; consultation with students, invigilation, marking and...


  • Petaling Jaya, Selangor, Malaysia Cycle & Carriage Bintang Berhad Full time

    **Job Summary:**We are seeking a seasoned Financial Planning and Analysis Professional to join our team at Cycle & Carriage Bintang Berhad. As an Executive - Financial Planning and Analysis, you will play a crucial role in driving business growth through data-driven decision making.Key Responsibilities:Develop and implement margin analysis and reporting...


  • Subang Jaya, Selangor, Malaysia Apex Pharmacy Marketing Sdn Bhd Full time

    Associate Executive, Accounts & AdministrationAre you detail-oriented, analytical, and passionate about both finance and operations? We are looking for a proactive and dedicated Associate Executive, Accounts and Administration to join our team and help drive the effective financial and administrative management of our branch operations.About the roleYou will...