Legacy & Estate Planner

Jobstreet Malaysia; Johor Bahru; On-site; MYR 56,000 - 100,000; Full time

Job summary

Jora Malaysia is seeking an estate planning adviser to educate clients on fundamental concepts and legacy planning. You will help organise financial assets and protective strategies to secure families’ futures.

The role includes conducting client meetings, consultations, and follow-ups, while building long-term relationships and continuously improving knowledge through training sessions.

Responsibilities

• Educate clients on basic estate planning concepts and legacy planning
• Assist clients in organising their financial assets and protection plans
• Provide guidance on wealth distribution planning to ensure financial security for loved ones
• Conduct client meetings, consultations, and follow-ups
• Build and maintain strong long-term client relationships
• Attend training and development sessions to improve knowledge and skills

Job description

Jora Malaysia is seeking an estate planning adviser to educate clients on fundamental concepts and legacy planning. You will help organise financial assets and protective strategies to secure families’ futures.

The role includes conducting client meetings, consultations, and follow-ups, while building long-term relationships and continuously improving knowledge through training sessions.