Legacy Planner

Amanah Raya Berhad; Shah Alam; On-site; MYR 60,000 - 100,000; Full time

Job summary

Amanah Raya Berhad, Malaysia’s only Public Trustee, is seeking a Legacy Planner in Shah Alam to advise clients on wills, trusts, hibah, and Pewarisan Bertakaful. You will conduct consultations, prepare and review legal and financial documents, coordinate with internal legal and operations teams, and ensure compliance with regulations while educating clients on estate administration.

Strong English and Bahasa Malaysia communication is essential; independence and meticulous record‑keeping are

Qualifications

• Ability to interpret and explain estate planning solutions clearly.
• Strong client advisory and relationship management skills.
• Attention to detail in legal and financial documentation.
• Excellent communication in English and Bahasa Malaysia; other languages a plus.
• On-site work in Shah Alam with regulatory compliance focus.

Responsibilities

• Conduct client consultations to assess personal and financial needs.
• Prepare and review wills, trusts, hibah, and related documents.
• Coordinate with legal and operations teams to ensure compliance.
• Educate clients on estate administration processes.
• Maintain records and support ongoing relationship management.

Skills

Estate planning

Client advisory

Attention to detail

Communication skills

Ethical mindset

Independent & teamwork

Education

Bachelor’s degree in Law, Finance, Business, Economics, or related field

Relevant professional certifications (added advantage)

Job description

Company Description

Amanah Raya Berhad is Malaysia’s only Public Trustee, offering comprehensive legacy planning solutions to individuals and families nationwide. The organization provides end-to-end services that cover estate administration, trust establishment and management, will writing, hibah arrangements, and Pewarisan Bertakaful. Its focus is on helping clients safeguard and distribute their assets according to their wishes, in line with legal and ethical standards. Amanah Raya Berhad’s specialized expertise makes it a trusted partner for long‑term financial and legacy planning in Malaysia.

Role Description

The Legacy Planner is a full‑time, on‑site role based in Shah Alam. This role involves engaging with clients to understand their personal, family, and financial situations, and advising on suitable legacy planning solutions such as wills, trusts, hibah, and Pewarisan Bertakaful. Day‑to‑day tasks include conducting consultations, preparing and reviewing documentation, coordinating with internal legal and operations teams, and ensuring compliance with relevant regulations and company policies. The Legacy Planner will also educate clients on estate administration processes, maintain accurate records, and support ongoing relationship management to provide consistent, high‑quality service.

Qualifications

• Ability to interpret and explain estate planning solutions (wills, trusts, hibah, and related instruments) in clear, accessible language.
• Strong client advisory and relationship management skills, with experience in financial services, legal services, or wealth management preferred.
• Attention to detail and accuracy in preparing, reviewing, and managing legal and financial documentation.
• Effective communication and presentation skills in English and Bahasa Malaysia; additional language abilities are an advantage.
• Ethical mindset and high level of integrity, with commitment to confidentiality and regulatory compliance.
• Ability to work independently and collaboratively in an on‑site setting, managing multiple client cases and deadlines.
• Bachelor’s degree in Law, Finance, Business, Economics, or a related field; relevant professional certifications are an added advantage.
• Prior exposure to estate administration, insurance/takaful, or legacy planning is beneficial but not mandatory.