Career

Key Responsibilities

• Plan, develop, and execute marketing campaigns to promote the company’s trust and estate planning services.
• Create and manage marketing materials, presentations, brochures, newsletters, and digital content.
• Manage and enhance the company’s online presence, including website updates, social media platforms, and digital advertising.
• Assist in organising seminars, webinars, roadshows, and client engagement events.
• Conduct market research to identify customer needs, industry trends, and competitor activities.
• Support the business development team with proposals, promotional tools, and client acquisition initiatives.
• Build and maintain good working relationships with referral partners, intermediaries, and stakeholders.
• Ensure that all marketing activities comply with relevant legal, regulatory, and industry guidelines.
• Monitor and report on the effectiveness of marketing campaigns, including ROI analysis.

Requirements

• Bachelor’s degree in Marketing, Business Administration, Communications, or a related field.
• At least 1–3 years of relevant experience, preferably in the financial services, banking, insurance, or trust industry.
• Strong communication and presentation skills in English and Bahasa Malaysia (Mandarin proficiency is an advantage).
• Proficiency in digital marketing tools, social media management, and Microsoft Office.
• Creative, resourceful, and results-oriented, with strong attention to detail.
• Ability to work independently as well as collaboratively in a team environment.

What We Offer

• Competitive remuneration package with performance incentives.
• Opportunities for career growth within the trust and estate planning industry.
• Exposure to a professional working environment with client-facing opportunities.
• Training and development to enhance skills and industry knowledge.

If you're interested to apply this position, kindly email your resume to admin@cnbamanah.com.

Klang Valley, Northern Region, Southern Region, East Coast, East Malaysia

Key Responsibilities

• Develop and maintain strong, long-term relationships with High Net Worth clients by delivering personalized trust and estate planning solutions.
• Conduct detailed financial analyses to identify clients' goals and recommend strategic solutions to maximize and protect their wealth.
• Stay informed on economic trends, global markets, evolving client needs, and competitive products to structure customized trust offerings.
• Promote and cross-sell a comprehensive suite of trust and estate planning products to both existing and prospective clients.
• Deliver professional presentations on trust and estate solutions to clients, business partners, and internal stakeholders when required.
• Collaborate closely with internal teams to ensure seamless delivery of financial solutions and exceptional client service.

Requirements

• A Bachelor’s degree in Marketing, Banking, Finance, or a related field is required.
• Minimum of 3 years of proven experience in financial services, retail banking, or sales with a demonstrated ability to manage and grow client relationships, or equivalent.
• Prior experience working with High Net Worth individuals and families is essential.
• Strong relationship management and interpersonal skills, with the ability to influence and communicate effectively across all levels.
• Excellent problem-solving abilities and a strong client-centric mindset.
• Exceptional verbal and written communication skills in English, Bahasa Melayu, and Mandarin
• Proficient in conducting professional presentations and product pitches.
• Strong technical understanding of wealth management and estate planning strategies.
• A collaborative team player with high ethical standards and integrity.
• Possess own transport.

What We Offer

• Competitive remuneration package with performance incentives.
• Opportunities for career growth within the trust and estate planning industry.
• Exposure to a professional working environment with client-facing opportunities.
• Training and development to enhance skills and industry knowledge.

If you're interested to apply this position, kindly email your resume to admin@cnbamanah.com.