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Mr. Arthur Yeap

Trust Relationship Manager

Licence: eCMSRL/C3353/2023

Expertise:

  • Over 16 years of experience in asset management, specialising in estate planning, trust structuring, and wealth preservation.

 

  • Certified Financial Planner (CFP), with extensive knowledge in creating tailored estate planning solutions.

 

  • Expert trainer

    • Has trained over 1,000 professional will-writers and estate planners across Malaysia.

 

  • Regular keynote speaker for estate planning seminars and advisory roadshows, educating clients and industry professionals on wills, trusts, and wealth protection.

Professional Track Record:

  • Senior Legal Advisor & Head of Training & Business Development at Rockwills Corporation.

 

  • Agency Manager at Affin Hwang Asset Management Berhad, leading teams in asset management strategies.

 

  • Contributor to Nanyang Siang Pao Business Weekly, providing insights on wills, trust matters, and estate planning.

 

  • Key speaker at the Save & Invest 08–09 Nationwide Seminar & Advisory Roadshow.

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