We are looking for a detail-oriented and client-focused Specialist, Corporate Proposition to join our RHB Trustees Berhad . This role plays a key part in enhancing the end-to-end customer journey and ensuring a seamless, high-quality experience for high-net-worth (HNW) clients. You will be responsible for trust and estate administration, client reporting, and the development of tailored trust structures, while also providing advisory support and coaching within the team.
What you will be doing
Optimise end-to-end customer journeys to enhance the overall client experience
Administer Private Trusts, including payments, distributions, asset placements, trade settlements, trustee fee billing, and collections
Manage Estate Administration by compiling asset and liability information and coordinating asset transfers with beneficiaries and legal representatives
Draft and finalise trust documents such as Trust Deeds and Letters of Wishes (LOW) for Private Trusts, Insurance Trusts, and Estate Administration Trusts
Prepare and consolidate monthly client reports by gathering data from fund managers, fund houses, and bank statements
Provide coaching and advisory support to team members (squad members)
Manage direct relationships with high-net-worth (HNW) clients, including consultations, proposal preparation, and onboarding documentation
Ensure accurate and timely updates to the Operating Manual (OM) annually or when process changes occur
What we're looking for
Minimum 5 years of experience in wealth management, private banking, trust administration, or related fields
Strong understanding of trust structures, estate planning, and client onboarding processes
Exceptional attention to detail, organizational, and documentation skills
Strong interpersonal and communication skills, with the ability to manage HNW client relationships
Proactive, team-oriented mindset with the ability to coach and support junior team members
Familiarity with regulatory and compliance requirements related to trust and estate services is an advantage
What we offer
At RHB Banking Group, we are committed to fostering a collaborative and inclusive work environment that empowers our employees to reach their full potential. We offer competitive remuneration, comprehensive benefits, and ample opportunities for professional development and career growth. Our wellness initiatives and flexible work arrangements also support a healthy work-life balance. If you're ready to be a part of our transformative journey, we encourage you to apply now.
Skills Required
- Minimum 5 years of experience in wealth management, private banking, trust administration, or related fields
- Strong understanding of trust structures, estate planning, and client onboarding processes
- Exceptional attention to detail, organizational, and documentation skills
- Strong interpersonal and communication skills, with the ability to manage high-net-worth client relationships
- Proactive, team-oriented mindset with the ability to coach and support junior team members
- Familiarity with regulatory and compliance requirements related to trust and estate services
What We Do
We are a multinational regional financial services provider that is committed to deliver complete solutions to our clients through differentiated segment offerings and an ecosystem that supports simple, fast and seamless customer experience, underpinned by cohesive and inspired workforce and relationship built with stakeholders Headquartered and listed in Malaysia, RHB Banking Group is the longest established local bank, formed though the mergers of several banks, the oldest of which was founded in 1913. RHB Banking Group and its subsidiaries provide a full range of services ranging from retail banking, business banking, corporate and investment banking, Islamic banking, transaction banking to treasury, insurance, asset management, private equity and stockbroking services. TOGETHER WE PROGRESS Our strong heritage is the foundation of our commitment to continue serving the community. For over a 100 years, we have been helping people and businesses grow and succeed, and will continue to do so. Our experience gives us an in-depth understanding of the needs of our customers and partners, inspiring us to constantly innovate and improve to serve them better. With their unending support, we have established ourselves with a strong footprint throughout Malaysia and we are now present in 9 other countries across the ASEAN region. We hope our legacy and pursuit for excellence continues as we tirelessly cultivate and nurture the next generation through our actions and words, preparing a brighter future ahead. We thank those who believe in us and welcome everyone to join us on our exciting journey of progress. The time has come for us to move forward in unison, to realise our greater potential together. Our new brand promise "Together We Progress” honours our past, celebrates the present and welcomes the future. We invite you to join us as we work towards a better and brighter future for all.
