Senior Estate Planner - Wealth & Legacy Planning Specialist

Private Advertiser · 📍 Canggu, Bali, Indonesia · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 12000000 - 18000000
We are seeking a highly skilled and experienced Senior Estate Planner to join our team. In this role, you will be responsible for providing comprehensive wealth and legacy planning services to our clients. Your expertise will help individuals and families secure their financial future and ensure their assets are managed according to their wishes. This is an exciting opportunity to work in a dynamic and client-focused environment.

📋 Tanggung Jawab Pekerjaan

Develop and implement comprehensive estate planning strategies for high-net-worth individuals and families.,Provide ongoing financial planning and wealth management services to clients.,Advise clients on tax-efficient strategies to minimize estate taxes and maximize inheritance.,Draft and review wills, trusts, and other legal documents to ensure they meet clients' objectives.,Educate clients on the importance of estate planning and the potential consequences of inadequate planning.,Stay up-to-date with the latest developments in estate planning laws and regulations.,Build and maintain strong relationships with clients and referral sources.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Accounting, Law, or a related field.,Professional certification in estate planning, such as a Certified Estate Planner (CEP) or Chartered Financial Analyst (CFA).,Minimum of 5 years of experience in estate planning, financial planning, or a related field.,Strong knowledge of Indonesian tax laws and regulations.,Excellent communication and interpersonal skills.,Ability to work independently and manage multiple projects simultaneously.,Proficient in English and Indonesian languages.

🛠️ Keahlian

Estate planningFinancial planningTax planningLegal document draftingClient relationship managementRegulatory compliance
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