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Will and Trust Assistant Manager

Low Teck Soon · Petaling Jaya, Selangor

📅 07/08/2026
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Company Overview: UR Will Advisor was established in 2020. We are a leading will writing and estate planning firm dedicated to empowering families for a secure legacy. Over the past three years, we have rapidly grown to become a trusted name in the industry, boasting a team of more than 100 consultants and serving over 1200 clients. Our commitment to professionalism, affordability, and comprehensive services has earned us the trust of clients across Malaysia. Octowill Trustees Berhad was established in 2022. Octowill Trustees Berhad boasts a team of experienced members with a collective 30 years of professional service in estate administration and wealth management. As a company operating under the Trustee Act 1949 of Malaysia, Octowill Trustees Berhad is dedicated to delivering exceptional services and is positioned to achieve significant growth as a leading trustee company in the nation. Position Overview: As a Will and Trust Assistant Manager, Financial Advisor Representative, you will play a pivotal role in our company's growth by spearheading lead generation efforts and engaging with potential clients to foster new business opportunities. You will be responsible for cultivating relationships, implementing effective sales strategies, and ensuring exceptional customer experiences. This role offers a blend of sales acumen, client relationship management, and the opportunity to contribute to the success of our organization. No prior experience is required as on-the-job training will be provided, making this an excellent opportunity for individuals with the right attitude and a willingness to learn. Job Descriptions: Lead Generation and Client Engagement: Drive business growth by generating client leads and nurturing relationships to secure new opportunities. Sales Performance: Implement best sales practices to achieve key sales targets and contribute to the company's revenue goals. Customer Experience: Ensure high levels of customer satisfaction by delivering exceptional service and addressing client needs effectively. Why Join Us: Competitive Compensation Package: Enjoy a competitive salary package with additional commission incentives. Perks and Incentives: Participate in annual dinners and exciting overseas trips as part of our employee rewards program. On-the-Job Training: Benefit from on-the-job training opportunities to enhance your skills and capabilities. Positive and Supportive Environment: Join our company and thrive in a fun and caring team environment where collaboration and mutual support are valued. We believe in building strong relationships not only with our clients but also within our team, fostering a positive and uplifting workplace culture. Work-Life Balance: We prioritize the well-being of our team members and understand the importance of work-life balance. With flexible working hours and a supportive work environment, you can enjoy a fulfilling career while still having time for your personal life and interests. Requirements: Educational Qualifications : Possess Diploma/Advanced/Higher/Graduate Diploma, in any field. Experience : Minimum 3 years of working experience in sales is an added advantage. Fresh graduates are welcome to apply! Personal Traits : Demonstrate patience, an outgoing personality, and a passion for customer service excellence. “Team Work Makes The Dream Work!” Welcome to join us now!
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