Kerja Sepenuh Masa, Legacy Planner di Amanah Raya Berhad Selangor - Maukerja

Company Description Amanah Raya Berhad is Malaysia’s only Public Trustee, offering comprehensive legacy planning solutions to individuals and families nationwide. The organization provides end-to-end services that cover estate administration, trust establishment and management, will writing, hibah arrangements, and Pewarisan Bertakaful. Its focus is on helping clients safeguard and distribute their assets according to their wishes, in line with legal and ethical standards. Amanah Raya Berhad’s specialized expertise makes it a trusted partner for long-term financial and legacy planning in Malaysia.
Role Description The Legacy Planner is a full-time, on-site role based in Shah Alam. This role involves engaging with clients to understand their personal, family, and financial situations, and advising on suitable legacy planning solutions such as wills, trusts, hibah, and Pewarisan Bertakaful. Day-to-day tasks include conducting consultations, preparing and reviewing documentation, coordinating with internal legal and operations teams, and ensuring compliance with relevant regulations and company policies. The Legacy Planner will also educate clients on estate administration processes, maintain accurate records, and support ongoing relationship management to provide consistent, high-quality service.
Qualifications

• Ability to interpret and explain estate planning solutions (wills, trusts, hibah, and related instruments) in clear, accessible language.
• Strong client advisory and relationship management skills, with experience in financial services, legal services, or wealth management preferred.
• Attention to detail and accuracy in preparing, reviewing, and managing legal and financial documentation.
• Effective communication and presentation skills in English and Bahasa Malaysia; additional language abilities are an advantage.
• Ethical mindset and high level of integrity, with commitment to confidentiality and regulatory compliance.
• Ability to work independently and collaboratively in an on-site setting, managing multiple client cases and deadlines.
• Bachelor’s degree in Law, Finance, Business, Economics, or a related field; relevant professional certifications are an added advantage.
• Prior exposure to estate administration, insurance/takaful, or legacy planning is beneficial but not mandatory.