The Trust & Estate Planning Advisor provides specialist technical support to strengthen Prudential’s High Net Worth (HNW) proposition in estate and succession planning
Job Summary
The Trust & Estate Planning Advisor provides specialist technical support to strengthen Prudential’s High Net Worth (HNW) proposition in estate and succession planning.
This role enhances agents (distributions) capability by providing structured guidance on how life insurance solutions can be effectively integrated into broader estate planning and trust arrangements within the Malaysian legal framework.
The role also serves as an internal subject matter expert to support complex case discussions and elevate client confidence re trust and estate planning.
Matching Summary
The Trust & Estate Planning Advisor provides specialist technical support to strengthen Prudential’s High Net Worth (HNW) proposition in estate and succession planning.
Skills & Requirements
Must-have
Malaysian legal framework
Life insurance integration
HNW proposition
Succession planning support
Nice-to-have
Elevate client confidence
Practical materials development
Targeted training sessions
Key Requirements
10-15 years of experience
Strong understanding of Malaysian estate and trust frameworks
Legal background (LLB) or experience in trust companies, private banking or wealth advisory
Experience supporting High Net Worth (HNW) or business-owner clients