Associate Unit Trust Consultant

2 weeks ago


Malaysia APAC Michael Page Full time

The applicant for this role will be responsible to manage and execute the day to day operational activities pertaining to the organisation's unit trust procedure.

Client Details

Our client is a top wealth management industry, focusing on a diverse range of investment products and services, catering to both retail and institutional clients. With expertise across various asset classes, including equities, fixed income, and alternatives, they provide innovative investment solutions tailored to meet client needs. Apart from that, they are also equipped with a sophisticated working tools and environment, making them a top a destination for top talents.



Description

  • Process daily Unit Trust orders within SLA timeline.
  • Enter daily UT orders and registering new corporate client accounts into the system.
  • Monitor completeness of KWSP applications and follow up with IUTAs.
  • Monitor PRS daily bookings and handle exceptions with PRS distributors.
  • Batch KWSP applications for data enrichment, send forms to scanning provider.
  • Submit various reports to IUTA: daily confirmation, unit holding, KWSP disbursement.
  • Manage post-dividend declaration process, including tax vouchers and reinvestment statements.
  • Verify signatures for IUTA booking reports and redemption requests.
  • Prepare Service Requests and manual booking forms.
  • Check status of Trust Nomination applications with Trustee.
  • Assist in preparing daily and monthly reports.
  • Maintain documentation for future reference.
  • Collaborate with cross functional departments and external parties as needed.

Profile

  • Bachelor's Degree in Accounting/ Finance/ Business or Economics
  • 1 year of working experience in operations field is preferred, but fresh graduates are also encouraged to apply
  • Independent and detailed in system processing.
  • Committed to ensure a quality delivery.
  • Good in English communication skills verbal and written.
  • Meticulous and high attention to detail.

Job Offer

  • Contract: 6 Months.
  • Covered medical expenses.
  • Wide room for career enhancement in investment field.
  • Flexible working environment.

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Ariff Kamri on
Agensi Pekerjaan Michael Page International (Malaysia) Sdn Bhd | Registration No W.



  • Malaysia APAC Michael Page Full time

    The applicant for this role will be the main administrator to manage the unit trust operations and transactions to ensure an accurate data pool pertaining to the unit trust funds for further usage.Client DetailsOur client is a top wealth management industry, focusing on a diverse range of investment products and services, catering to both retail and...

  • Unit Trust Consultant

    14 hours ago


    Johor Bahru Johor Bahru Johor Malaysia 81200 Public Mutual Berhad Full time

    Assist customers to achieve their financial goals by promoting Public Mutual products **This is a commission-based job and not salary-based. You can earn an unlimited amount of income.  Possess a minimum of SPM or its equivalent qualificationFull-time or part time - you decideLocation: Nationwide (Johor, Melaka, Negeri Sembilan, Kuala Lumpur,...


  • Malaysia IQVIA Argentina Full time

    IQVIA is currently recruiting for an Associate Consultant within the Primary Intelligence team. The successful candidate will have the opportunity to work with experienced healthcare consultants on integrated research solutioning to deliver comprehensive market insights to our clients in the healthcare industries. Job Responsibilities Manage both online...


  • Malaysia IQVIA Argentina Full time

    IQVIA is currently recruiting for an Associate Consultant within the Primary Intelligence team. The successful candidate will have the opportunity to work with experienced healthcare consultants on integrated research solutioning to deliver comprehensive market insights to our clients in the healthcare industries. Job Responsibilities Manage both...

  • Consultant

    1 month ago


    Malaysia Pasona Malaysia Full time

    **Job ID** **22963** **Position Title** - Consultant **Industry** - Accounting/Audit/Tax services - Deloitte Tohmatsu Consulting is a consulting firm that is part of the Deloitte network, a global network of business professionals. In Japan, it belongs to the Deloitte Tohmatsu Group and is known as one of the "Big 4" consulting firms. - Key Features: -...


  • Malaysia Mastercard Full time

    Our Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential....


  • Malaysia Mastercard Full time

    Our Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential....


  • Malaysia steelcase Full time

    Description Primary Responsibilities As an Engineering Systems application engineer, you will be responsible for: Supporting end-user requests or issues using the incident reporting tool ServiceNow Taking part in on-call rotation supporting end-users and applications Troubleshooting in the Windchill and Creo environments including business and technical...

  • Senior Consultant

    1 day ago


    Malaysia aon hewitt Full time

    Senior Consultant, People AdvisoryAon is dedicated to making better decisions. We influence decisions to safeguard and enhance lives worldwide. As a team, we prioritize trust and inclusivity, driven by a shared passion for supporting our colleagues and clients in achieving success.What a Typical Day EntailsLead Human Capital Solutions endeavors in Malaysia,...


  • Malaysia Switch Full time

    *Basic Salary + Commission*Job Summary:Retail Sales Associate is to be responsible for all sales job duties, from generating leads to closing sales. The main tasks for a Retail Sales Associate include working closely with customers to determine their needs, answer their questions about our products and recommend the right solutions, and able to resolve...


  • Malaysia Switch Part time

    *Basic Salary + Commission*Job Summary:Retail Sales Associate is to be responsible for all sales job duties, from generating leads to closing sales. The main tasks for a Retail Sales Associate include working closely with customers to determine their needs, answer their questions about our products and recommend the right solutions, and able to resolve...


  • Kuala Lumpur, Malaysia Maxim Recruitment Ltd Full time

    Exciting new Associate Director of Quantity Surveying job opportunity with a global blue chip project management, cost management consultancy in Kuala Lumpur, Malaysia.


  • Malaysia Frost& Sullivan Sdn Bhd Full time

    About the TeamWithin the Growth Advisory function, the Analyst conducts essential market research to grasp competitors and competitive advantage.OverviewAs a team leader for client projects, your main aim is to organize and supervise the work of a team of consultants and/or associates in order to craft a cohesive strategy alongside the client. You play a...


  • Malaysia Adi Resourcing Co., Ltd (Thailand) Full time

    **Hot Jobs for You**: - For Mandarin Speakers Only **Position: :Accounts Payable, Lead Associate Level**: **Experience: 3 years of exp.**: **Budget: 4,500 RM**: Check it out, and contact our consultants to get more information: WhatsApp: +60146814561 Visit our LinkedIn:adi-resourcing **Job Category**:Accounting & Finance**Job Type**:Full Time**Job...


  • Malaysia bertelsmann Full time

    Bertelsmann International media company and it's divisions; information for all interested people, journalists and applicants; financial data and business details View company page Serves as a contact person to users for cyber security issues, mainly engages in real-time (threshold) security monitoring, event evaluation, alert triage, and incident...


  • Malaysia bertelsmann Full time

    Bertelsmann International media company and it’s divisions; information for all interested people, journalists and applicants; financial data and business details View company page Serves as a contact person to users for cyber security issues, mainly engages in real-time (threshold) security monitoring, event evaluation, alert triage, and incident...


  • Malaysia CIMB Group Full time

    JOB TITTLE**PERSONAL FINANCIAL CONSULTANT (PFC)** - Grade- Location- Branch- Reports To- Branch Manager- Other Reporting Relationship- Segment Manager- Job Purpose- Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which involves identifying...


  • Malaysia CIMB Group Full time

    JOB TITTLE- PERSONAL FINANCIAL CONSULTANT (PFC)- Grade- U8.S- Location- Branch- Reports To- Branch Manager- Other Reporting Relationship- Segment Manager- Job Purpose- Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which involves...


  • Malaysia Fusang Corp Full time

    Based in Malaysia and preferably in the Federal Territory of Labuan Handle the compliance work of a regulated crypto/digital assets business covering exchange, custody, trust, broking and fund management Ideal candidate should have experience in handling the regulatory requirements and compliance needs of businesses regulated by the Labuan Financial...


  • Malaysia Fusang Corp Full time

    Based in Malaysia and preferably in the Federal Territory of Labuan Handle the compliance work of a regulated crypto/digital assets business covering exchange, custody, trust, broking and fund management Ideal candidate should have experience in handling the regulatory requirements and compliance needs of businesses regulated by the Labuan Financial...