Legacy Planning Expert

5 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia My Wishes Integrated Services Full time

Do you have a passion for legacy planning and helping clients achieve their financial goals? We are seeking a Legacy Planning Expert to join our team at My Wishes Integrated Services. As a specialist in Will Writing, Trust Creation, Wealth Protection and Legacy Planning, you will be responsible for analyzing clients' financial statuses, examining and suggesting financial opportunities, and developing sound plans and budgets for clients.

Responsibilities:
  1. Analyze client financial information to identify areas of improvement
  2. Examine market trends and suggest suitable financial products and services
  3. Develop customized financial plans for clients based on their changing needs
  4. Present and sell financial products and services to clients
Requirements:
  • Bachelor's degree in a relevant field such as finance, accounting, or business
  • Proven experience in financial planning, sales, or customer service
  • Excellent communication and interpersonal skills
  • Ability to analyze complex financial information and make informed decisions
  • Knowledge of regulations and compliance requirements

We offer a competitive salary package, including basic range RM2500 – RM5000 + commission and bonus, local and overseas incentives trips, quarterly and annual award and recognition, regular team activities, and EPF SOCSO benefits.



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