Estate Planner (Mandarin Speaker)

Team PMA Sdn Bhd; Alor Setar; On-site; MYR 28,000 - 50,000; Full time

Benefits offered by this job

Performance Bonus

High commission

Mentorship & Training

Career progression

Job summary

Team PMA Sdn Bhd is seeking a motivated Estate Planner in Malaysia to guide clients on will and trust solutions while building lasting relationships. The role emphasizes consultative client interactions, education on estate planning, and proactive business development.

The ideal candidate has a diploma, strong communication, and the ability to work independently within a team environment, with fresh entry-level candidates welcome.

Qualifications

• Strong communication and interpersonal skills are essential.
• Self-motivated, responsible, and goal-oriented.
• Ability to work independently and with a team.
• Candidates from sales, customer service, banking, or business development are welcome.
• Fresh entry-level candidates are welcome; no prior Will & Trust Planning experience required.

Responsibilities

• Conduct consultations to understand clients' family, financial, and asset planning needs.
• Educate clients on will and trust solutions to protect assets.
• Build and maintain long-term client relationships through follow-ups and support.
• Develop new business opportunities via networking, referrals, and client presentations.
• Manage your own client portfolio while meeting individual and team goals.
• Participate in regular team meetings and training programs.

Skills

Strong communication

Interpersonal skills

Self-motivated

Team player

Sales background welcome

Fresh entry-level

Education

Diploma

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

We are looking for a motivated Estate Planner to provide clients with guidance on will and trust solutions while building and maintaining long-term client relationships.

Requirements

• Strong communication, interpersonal, and relationship-building skills
• Self-motivated, responsible, goal-oriented, and eager to learn
• Able to work independently and collaboratively in a team environment
• Candidates with a background in sales, customer service, banking, or business development are welcome
• Fresh entry-level candidates are welcome
• No prior experience in Will & Trust Planning required
• Minimum Diploma qualification

Responsibilities

• Conduct consultations to understand clients' family, financial, and asset planning need.
• Educate clients on will and trust solutions to organize and protect their assets
• Build and maintain long-term client relationships through regular follow-ups and support
• Develop new business opportunities through networking, referrals, and client presentations
• Manage your own client portfolio while meeting individual and team performance goals
• Participate in regular team meetings, structured training, and development programs

Benefits

• Performance Bonus
• High commission structure
• Structured professional mentorship and continuous learning programs
• Clear career advancement pathways and performance recognition rewards
• Supportive
• team-oriented work environment
• Exclusive incentive trips