Estate Planning Consultant
Howden Private Wealth
Posted
3 weeks ago
Kuala Lumpur
Onsite
MYR 5K
Full Time
Sema Summary
The Estate Planning Consultant role involves providing clients with tailored estate planning advice and solutions to ensure their assets are adequately managed. You'll assess clients' needs and work alongside them to develop effective planning strategies. Strong analytical skills are helpful in evaluating options while considering relevant regulations and best practices. The position is based in Kuala Lumpur, and the opportunity allows for full-time engagement with potential for significant client interaction.
About Company
Howden Private Wealth specializes in wealth management and estate planning services, guiding clients to secure their financial futures through tailored solutions and expert advice.
Core Requirements
- Bachelor's degree in Finance or related field
- Experience in estate planning
- Knowledge of financial regulations
- Strong analytical skills
- Excellent communication skills
Responsibilities
- Advise clients on estate planning options
- Evaluate client's financial situation
- Develop personalized financial strategies
- Collaborate with legal advisors
- Stay updated on regulations and laws
- Prepare documentation for planning processes
- Maintain strong client relationships
Must Have skills
Nice To Have Skills
Job Keywords
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