Trust Relationship Manager
3 weeks ago
Get AI-powered advice on this job and more exclusive features.
- Provide trust servicing insights and cater for clients' existing and future funding requirement.
- Ensure the transactions or businesses comply with internal and external regulatory framework/guidelines/policies/procedures.
- Responsible for building relationships and networking with existing and new clients.
- To grow clientele base using internal referrals, clients' referrals, marketing leads and self-generated leads, while maintaining a high standard of service quality and compliance in our industry.
- Be proactive to update clients on important matters and events such as news and newsletters that might affect the relationship.
- To build and deepen client relationships and cross servicing based on clients' needs.
- To give servicing presentations to clients and working partners.
- Assist in carrying out servicing tasks to meet company objectives, milestones, and timelines.
- Share knowledge, skills, and experience with team members to guide and assist team development.
- Manage, acquire, grow, and deepen business partners relationships through effective relationship management and total financial solutions.
- Support any ad hoc assignment.
Job Requirements:
· Candidate must possess at least a Bachelor's Degree/Post-Graduate Diploma/Professional Degree in Finance/Accountancy/Banking or equivalent.
· Preferably a manager specialized in Banking/Financial Services or equivalent. Those who have a network of high net worth and ultra high net worth clientele will have a significant advantage.
· At least 5 years of working experience in the related field is required for this position.
· Required Skill(s): Sales and Communication
Seniority level- Mid-Senior level
- Full-time
- Sales and Business Development
-
Trust and Estate Manager
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Unicorn Labuan Trust Ltd. Full timeWe are seeking a talented Offshore Trust Advisor to join our team at Unicorn Labuan Trust Ltd. In this partnership role, you will be responsible for delivering high-quality financial advisory services to our clients.About the JobIn this position, you will be expected to:Provide expert advice on offshore fund management and financial investmentsDevelop and...
-
Offshore Trust Specialist
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Unicorn Labuan Trust Ltd. Full timeAt Unicorn Labuan Trust Ltd., we are seeking an experienced Offshore Trust Advisor to join our team. As a partnership role, you will be responsible for providing expert wealth planning, financial planning, offshore fund management, and financial advisory services to our clients.Key ResponsibilitiesThe successful candidate will be expected to:Develop and...
-
Offshore Trust Advisor
3 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Unicorn Labuan Trust Ltd. Full timeWP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaOffshore Trust AdvisorThis is a partnership Offshore Trust Advisor position at Unicorn Labuan Trust Ltd. The Offshore Trust Advisor will be responsible for wealth planning, financial planning, offshore fund management, and financial advisory tasks.QualificationsFinancial Planning and Finance...
-
Senior Trust Operations Manager
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Avature Full timeAbout TMF GroupWe are a leading provider of administrative services, helping clients invest and operate safely around the world. As we're a global company with 11,000+ colleagues based in over 125 offices across 87 jurisdictions, we actively seek out people with the talent and potential to flourish at TMF Group.Our team is looking for a Capital Market...
-
Trust Services Professional
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Pacific Trustees Berhad Full timeClient Coverage/Business Development AssociateWe are looking for a results-driven individual to join our Corporate Trust Division as a Client Coverage/Business Development Associate.In this role, you will be responsible for driving business growth by engaging with institutional clients, financial institutions, and corporate issuers.Key...
-
Estate and Trust Manager
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia UBB Amanah Full timeEstate and Trust Management:We are seeking an experienced Estate and Trust Manager to join our team at UBB Amanah. As a key member of our fiduciary services department, you will be responsible for managing estates, administering trusts, and providing exceptional client service.Responsibilities:Manage estates, ensuring compliance with relevant laws and...
-
Trust Services Professional
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Hong Kong Fiduciary Association Limited Full timeRelationship Management ProfessionalHong Kong Fiduciary Association Limited is seeking an experienced Relationship Management Professional to join our team.About the RoleThis is a mid-senior level full-time position, requiring at least 5 years of working experience in the related field.The successful candidate will be responsible for building and maintaining...
-
Trust Services Manager Malaysia
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Avature Full timeWe never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on our website.About TMF GroupTMF Group is a leading provider of administrative...
-
International Financial Advisor
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Unicorn Labuan Trust Ltd. Full timeUnicorn Labuan Trust Ltd. is seeking a highly skilled Offshore Trust Advisor to join our team. As a partnership role, you will be responsible for providing expert financial advisory services to our clients.About the PositionIn this role, you will be expected to:Provide expert advice on offshore fund management and financial investmentsDevelop and implement...
-
Client Relationship Manager
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia ENGINEERINGUK Full timeClient Relationship Manager:This Client Relationship Manager position involves developing and maintaining strong relationships with key clients in the Foodservice HORECA and General Trade channels. The ideal candidate will have a strong commercial acumen, excellent communication skills, and the ability to build trust with key stakeholders.
-
Trust Officer
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Universal Trustee Full timeAdd expected salary to your profile for insights.The candidate will be involved in the administration of the corporate trust, private trust and custodian portfolios for example private debt securities, sukuk, e-monies, trust administration and other portfolios of which the scopes of works include but not limited to the following which are subject to change...
-
Global Wealth Planner
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Unicorn Labuan Trust Ltd. Full timeWe are looking for a skilled Offshore Trust Advisor to join our team at Unicorn Labuan Trust Ltd. As a key member of our partnership, you will play a crucial role in delivering high-quality financial advisory services to our clients.About the RoleIn this position, you will be responsible for:Providing expert advice on offshore fund management and financial...
-
Institutional Unit Trust Adviser
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Public Mutual Berhad Full timeWe are seeking a highly experienced Institutional Unit Trust Adviser (IUTA) to join our team at Public Mutual Berhad. As a key member of our Business Development team, you will be responsible for building strong relationships with IUTA distribution channels/Corporate Sales teams to drive business growth.Job Description:Develop and implement effective sales...
-
Head of Unit Trust Products
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Full timeOur Ideal CandidateWe are looking for a highly skilled and experienced individual to lead our investment product strategy and business plans. As a senior executive, you will be responsible for implementing products that achieve unit trust financial targets.ResponsibilitiesDevelop and implement investment product strategies to meet unit trust financial...
-
Senior Relationship Manager
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia RHB Banking Group Full timeJob OverviewThe Senior Relationship Manager role is responsible for maintaining and developing strong relationships with existing Premier Banking customers. This includes increasing wallet share, maximizing business opportunities, and providing sound advisory on wealth management and financial planning.The ideal candidate will possess excellent communication...
-
Unit Trust Product Strategist
1 week ago
Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Full timeWe are a leading financial institution in Malaysia, driven by a century-old entrepreneurial spirit.Job SummaryThe Unit Trust Product Manager will be responsible for implementing products strategy and business plans to achieve Unit Trust financial targets. The ideal candidate will have a strong background in wealth management and a proven track record of...
-
Legal, Trust
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia UBB Amanah Full timeRole DescriptionPrimary role involves drafting of Wills and other legal documents, when necessary. Responsibilities also include Trusts and estates administration, attend beneficiaries' enquiries and meetings.What will you do?LegalTo review, draft and negotiate legal-related documents including but not limited to will, private trust, and other related...
-
Trust Administration Expert
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Universal Trustee Full timeAbout the Role:As a Trust Administration Expert, you will play a crucial role in ensuring the smooth administration of our corporate trust, private trust, and custodian portfolios.Your key responsibilities will include vetting and reviewing documents, attending documentation meetings, communicating with relevant parties, and monitoring compliance with terms,...
-
Unit Trust Business Lead
1 week ago
Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Full timeBusiness Lead Position:We are seeking a seasoned professional to take on the role of Unit Trust Business Lead, overseeing the growth and development of our Unit Trust business.About the Role:You will be responsible for leading the development and implementation of our products strategy and business plans to achieve financial targets.Your expertise in product...
-
Country Relationship Manager
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Full timeWe are seeking a skilled Country Relationship Manager to join our team at Standard Chartered. In this role, you will be responsible for managing key client relationships and providing exceptional service to our most important clients.About the RoleManage existing clients to maximise their satisfaction and long-term contribution to the bottom line.Retain...