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Company Overview


We help more than Thousand People manage their Wealth & Life Planning.

Our Mission : Develop Young Wealth Planners Entrepreneurs.

Providing Professional Services: *Wealth Accumulation  *Wealth Protection  *Estate Planning

Experience Requirements

  • Position Title : Estate Planner
  • Job Skills : -Own Transportation -Proficient in Chinese and English -SPM or Above-Eager to learn, A good team player -Good interpersonal relationship is a priority -Work from home or Offline Customer Service
  • Education Level : Higher Secondary/STPM/"A" Level/Pre-U
  • Position Level : Non Executive

Job Responsibilities

-Estate planning consultant

-Provide clients with professional wealth accumulation, wealth inheritance and wealth protection service.

-Introduce to new people, build a team.

-Active/Participate in company training and events.

-Independent development and deliver excellent customer service.