招聘
Estate Planner
Position Level
刚毕业/入门级
Requirements
Passionate about helping families with estate planning.
Strong communication and interpersonal skills.
Background in finance, insurance, legal, or related fields preferred (not compulsory).
Self-motivated, disciplined, and results-oriented.
Willingness to continuously learn and improve professional knowledge.
Responsibilities
Provide professional consultation on will writing, trust setup, and estate planning.
Assist clients in designing comprehensive wills and trusts solutions.
Build and maintain strong client relationships.
Conduct seminars, workshops, or sharing sessions on estate and trust planning.
Collaborate with insurance agents, financial planners, legal advisors, and other professionals to serve clients better.
Qualification
小学/中学/SPM/O水准
Job Details
Job Specialization
销售 - 金融服务（保险，单位信托等）
Job Location
Employment Type
兼职
全职 Age Range of Candidate 21 - 50 Years of Experience 0 Monthly Salary 1500 - 15000
全职 Age Range of Candidate 21 - 50 Years of Experience 0 Monthly Salary 1500 - 15000