Client Services Analyst

3 weeks ago

Kuala Lumpur, Malaysia ITA Asia Limited Full time

Investors Trust is the global brand representing the ITA Group of companies. ITA Group is an international group of insurance companies and subsidiaries in multiple jurisdictions around the world which aims to supply investors with access to the global markets through an array of unit-link investment products.


ITA International Holdings is the ultimate parent company of Investors Trust Assurance SPC based out of Cayman Islands, ITA International Insurer, a Puerto Rico based and licensed company, both rated "A-" by AM Best, and ITA Asia Limited, a Labuan-licensed company based in Malaysia.


Wil multiple jurisdictions to choose from, along with a wide range of investment solutions. Investors Trust provides international investors with endless possibilities. Investors have the power to build a plan that fits their individuals needs.


There is no 'one products fits all' concept at Investors Trust. Our mission is to provide investors with the ability to select and build a plan that fits their current lifestyle while generating wealth to reach their financial goals.


ITA Asia Limited is to promote best practice to offers an Equal Employment Opportunity and create a diversified environment where everyone is treated fair, value and respect.

The Role

Your responsibilities will include:

  • Following procedures to processing new business/plan application, enter detail and accurate information, and create account accordingly in the company Software Tools.
  • Performing and ensuring the risks are accessed in accordance with the company guidelines and Anti-Money Laundering (AML) requirements, and determine whether to accept, modify or decline the application.
  • Evaluating all products by assessing the risks according to company guidelines and regulations.
  • Investigating all information and ensures timely escalation of alerts to the appropriate parties for further review.
  • Liaising with Regulatory Compliance Officer for advice and other business units for information where required.
  • Advising clients on the progress of their applications/requests.
  • Following up the request on rider added from existing clients.
  • Performing any incoming changes request.
  • Applying or adapting knowledge (obtained from training) to the task at hand.
  • Assisting general inquiries from client or broker via phone or written in a professional and courteous manner.
  • Performing other responsibilities and duties periodically assigned by supervisor/manager.

Ideal Profile

  • You possess at least a Degree/Diploma in Accounting, Finance, Business Admin or a related field qualifications.
  • You have at least 2-3 years relevant hands-on experience in client services, insurance industry, banking and financial institution.
  • You have experience specialize in Anti-Money Laundering, Customer Due Diligence and Know Your Customer (AML/CDD/KYC) will be added advantage.
  • Fresh graduated are encouraged to apply, training will be provided.
  • You are computer literate, especially in Excel / Word.
  • You have excellent command of written and spoken in English and Japanese or Russian to be able to liaise effectively to different stakeholders across the region.
  • Permanent Resident Pass, Residence Pass, spouse visa or dependents visa will be an added advantage.
  • You have sense of responsibility and patience.
  • You demonstrate strong analytical skills, data literacy, and attention to detail.

What's on Offer?

  • Join a well known brand within Insurance
  • A role that offers a breadth of learning opportunities
  • Work in a company with a solid track record of performance

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