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Jobs in Malaysia   »   Jobs in Puchong   »   Trust Consultant (CHINESE SPEAKING)

Trust Consultant (CHINESE SPEAKING)


Job Responsibilities:

  • Assist clients to form Trust for estate planning.
  • Assist clients to form Trust to prevent asset to be frozen when death happen.
  • Will or Trust writing.

Job Requirements:

  • Possess at least a Diploma/Bachelor's Degree.
  • Proven work experience as a Financial Consultant, Financial Adviser or similar role.
  • Excellent knowledge of fiscal policies.
  • Good analytical skills, along with the ability to create detailed reports and spreadsheets.
  • Attention to detail.
  • Indepedent & discipline.
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Company Overview

Wealth Geeks is a one-stop financial solution provider. We provide financial service including credit card, life insurance, estate planning and will writing. We provide comprehensive long-term training and education to ensure your success.

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Company Summary
Wealth Geeks
26-50 employees
Financial Services
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