Legacy Planner: Estate & Will Solutions Specialist

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

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