16/06/2022
International Estate Planner,
Responsibilities:
*Manages, acquires, grow and deepens High Net Worth customers and relationships through effective relationship management and Estate Planning solutions.
Provide financial analysis and propose financial strategies to achieve customers financial needs and protection of wealth and assets using Offshore Trust and estate planning solutions
Review and advice customers on their Will, Trust and Insurance protection to ensure they are well protected against any risk in health and wealth.
Analyze and self learn economics trends, global markets, latest financial updates & technology to structure the right tax saving planning tools for customers
Protect clients privacy as the main priority, customers first.
Conduct advisory at the highest professionalism, ethics and integrity
To provide and support knowledge presentation on Estate Planning using Trust to our team members and customers
Qualifications:
The candidates must possess at least a Diploma in Marketing, Finance, Business, Banking or related fields.
Minimum 3 years of proven and progressive financial services or retail experienced or sales equilvalent (new graduates are encourage to apply)
Possesses high EQ on human relationship management , experienced in handling clients in a professional and well mannered way.
Good communication skills and presentation skills
Strong technical skills in wealth protection and preservation management
Team player with honest and integrity
Possesses own transportation
