Spclst, Corp Proposition

2 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia RHB Banking Group Full time
Working Hour

  • Regular Hours


 Monday
  • Friday
  • Business Area


 Asset Management
  • Location


 Malaysia
  • Kuala Lumpur
  • Description

Primary Objective:

  • Serving trustees corporate customers by developing and providing best in class products and services
  • Managing end to end corporate customer journey
  • Focused on relationship building with corporate customers
  • Optimise existing endtoend customer journeys and improve the customer experience. Ensure consistency in journey design when multiple squads impact the same customer journey

Key Responsibilities:

  • Optimise existing end to end customer journeys and improve the customer experience
  • Administration of Private Trust, including expenses payment and distribution to beneficiaries of the trust, placements, settlement of purchase and trade, billing of trustee fee and collection
  • Administration of Estate, including compiling assets and liabilities and transferring assets by engaging with beneficiaries and lawyers
  • Drafting and finalising Trust Deed and Letter of Wishes (LOW) for Private Trust, Insurance Trust and Estate Administration Trust
  • Monthly reporting to clients, through the consolidation of fund manager report (private mandate), fund house (unit trust) report, bank statement
  • Provide coaching and advice to squad members
  • Managing corporate and direct HNW clients
  • Carry out necessary tasks for managing clients which includes consultation, proposal, documentation for onboarding etc.
  • Administration of Private Trust and Estate
  • Account opening and daily account operations with RHB Bank
  • Drafting and finalising Trust Deed and Letter of Wishes (LOW) for Private Trust, Insurance Trust and Estate Administration Trust
  • Monthly reporting to clients
  • Check and update OM on yearly basis and as and when there are changes in the process flow
  • Support Squad Lead to ensure alignment to journey vision and key goals
  • Together with Squad Lead, plan for operationalization and scaling up developed solutions
  • Bring product related and frontline process and customer related knowledge to the team
  • Ensure delivery of journey against budget
  • Test prototypes with customers
  • Responsible for collating data, interviews customers, and conducting research to support design and enhancements to journey
  • Requirements
**Requirements: - Communication skills

  • Stakeholder management & engagement
  • Design thinking
  • Able to empower teams & make decisions effectively
  • Ability to delegate work effectively
  • Well informed on the developments in the relevant domain
  • Understanding of key bank processes
  • Good problem solving and analytical skills
  • Innovative and creative thinking
  • Ability to communicate with various levels across the organization (i.e., senior leadership, etc.,)
  • Ability to collaborate with squad members & Squad Leads
  • Benefits
Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays
  • Friday
s, Casual Business Wear, Performance Based Rewards

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