Assoc Spclst, Corp Proposition

2 weeks ago

Kuala Lumpur, Malaysia RHB Banking Group Full time

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 end-to-end 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
- 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 - Fridays, Casual Business Wear, Performance Based Rewards

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