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The Trust & Estate Planning Advisor provides specialist technical support to strengthen Prudential’s High Net Worth (HNW) proposition in estate and succession planning.Key Responsibilities:
Provide internal technical guidance on trust concepts, estate planning structures and succession frameworks under Malaysian law.
Support agents /advisors in positioning life insurance as an effective wealth transfer and estate equalization tool.
Participate in discussions on complex cases involving business succession, blended families or multi-generational wealth planning.
Review proposed ownership, nomination and policy structuring approaches to ensure alignment with estate planning intent.
Develop practical materials and case examples to strengthen advisor confidence in estate planning conversations.
Conduct targeted training sessions for selected HNW advisors.
Provide ongoing technical updates on relevant regulatory or legal developments impacting estate planning.
Qualifications & Experience:
10-15 years of experience in estate planning, trust advisory, private wealth, legal practice or related fields.
Strong understanding of Malaysian estate and trust frameworks.
Legal background (LLB) or experience in trust companies, private banking or wealth advisory is preferred.
Experience supporting High Net Worth (HNW) or business-owner clients in succession planning.
Ability to translate technical concepts into clear, practical guidance for advisors and clients.
Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.