Provide professional trust servicing insights and solutions to address clients existing and future wealth planning and funding requirements.
Ensure all transactions and business activities are conducted in accordance with internal policies, regulatory requirements, and industry guidelines.
Build, maintain, and strengthen long-term relationships with existing and prospective clients through effective relationship management.
Develop and expand the client portfolio through internal referrals, client referrals, marketing leads, and self-generated business opportunities while maintaining high standards of service excellence and compliance.
Proactively engage with clients by providing timely updates on relevant market developments, industry insights, company news, and newsletters that may impact their wealth planning needs.
Identify opportunities to deepen client relationships and provide cross-servicing solutions based on clients evolving financial and wealth management objectives.
Deliver professional presentations and trust-related briefings to clients and business partners.
Support client servicing activities to ensure successful execution of company objectives, milestones, and timelines.
Collaborate with team members by sharing knowledge, industry insights, and best practices to support team growth and development.
Manage, acquire, and strengthen relationships with business partners through effective engagement and tailored wealth solutions.
Conduct servicing presentations and business discussions with clients and strategic partners.
Perform other ad hoc assignments and projects as required.
Job Requirements:
Candidate must possess at least a Bachelor's Degree, Postgraduate Diploma, or Professional Degree in Finance, Accountancy, Banking, Business Administration, or equivalent fields.
Preferably candidates with managerial experience in Banking, Financial Services, Wealth Management, Trust Services, or related industries.
Candidates with an established network of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients will have a strong advantage.
Minimum 8 years of relevant working experience in relationship management, private banking, wealth management, financial advisory, or related fields.
Strong interpersonal, communication, presentation, and business development skills.
Ability to build trusted relationships and manage client portfolios effectively.
Required language proficiency: English, Mandarin, and Bahasa Malaysia.
