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2
Professionals
Sub-Major Group
26
Legal Professionals
Minor Group
261
Legal Professionals
Minor Unit Group
MASCO Code
2619-11
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Trust Advisor
Trust Advisor advises clients on the establishment and management of trust structures to support wealth management, succession planning and asset protection. They assess clients’ financial positions, objectives and risk profiles, and provide guidance on investment, tax, insurance and estate planning matters to ensure that trust arrangements are structured and administered in accordance with relevant legal and regulatory requirements.
Tasks
Advise clients on trust structures, estate planning, succession planning, and asset protection.
Establish and administer trust structures in accordance with clients’ objectives and legal requirements.
Assess clients’ financial positions, objectives, and risk profiles in relation to trust arrangements.
Monitor investments and assets held within trusts in line with trust objectives and risk considerations.
Prepare reports and trust-related documentation for the establishment and administration of trust structures.
Administer estates of deceased persons and other trust arrangements in accordance with applicable requirements.
Prepare and review trust-related legal and administrative documentation in accordance with relevant legal and regulatory requirements.
Apply and maintain up-to-date knowledge of relevant legal, financial, and regulatory requirements in trust and estate administration.
Skills
Basic
Attention to detail.
Critical thinking and problem-solving abilities.
Strong analytical and advisory skills to assess client needs.
Strong communication and interpersonal skills.
Strong reading, writing, and comprehension skills.
Time management skills.
Specific
Ability to interpret trust-related legal and administrative documents.
Knowledge in financial and investment products relevant to trust and estate planning.
Knowledge in trust, estate, and related regulatory requirements.
Proficiency in financial planning tools and client relationship management systems used in trust advisory services.
Proficiency in risk assessment and compliance procedures for trust and estate administration.
Additional Info
QUALIFICATION
Bachelor’s degree or equivalent
Related Courses
Minor Unit Group
2619-01
Commissioner for Oaths
2619-02
Registrar of Court
2619-03
Trust Officer
2619-04
Public Trustee
2619-05
Bankruptcy Officer
2619-06
Coroner
2619-07
Court Receiver and Liquidator
2619-08
Handwriting Expert
2619-09
Parliamentary Drafter
2619-10
Insurance Claims Arbitrator
2619-11
Trust Advisor
2619-12
Election Observer
2619-13
Parliamentary Secretary
MASCO
Hi, I can assist you with questions related to the Malaysia Standard Classification of Occupations (MASCO).
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