Associate Trust Relationship Director

Hong Kong Fiduciary Association Limited; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

Hong Kong Fiduciary Association Limited in Kuala Lumpur is seeking a seasoned Relationship Manager to grow and deepen client partnerships, while delivering tailored financial solutions and maintaining high standards of compliance.

The role involves building networks, presenting to clients and partners, and ensuring timely servicing to meet objectives in a regulated environment.

Qualifications

• Bachelor's degree in Finance/Accountancy/Banking or equivalent.
• 8+ years in Banking/Financial Services with UHNW client exposure.
• Languages: English, Mandarin, and Bahasa Malaysia.

Responsibilities

• Provide trust servicing insights and respond to clients' funding needs.
• Grow client base via internal referrals, clients' referrals, marketing leads and self-generated leads.
• Build and deepen client relationships and cross-service offerings based on clients’ needs.
• Deliver servicing presentations to clients and business partners.
• Ensure transactions comply with internal and external regulatory frameworks/policies.
• Share knowledge with team to guide and assist team development.

Skills

Relationship management

Networking

Client servicing

Presentation skills

Regulatory compliance

Education

Bachelor's degree in Finance/Accountancy/Banking or equivalent

Job description

• Provide trust servicing insights and cater for clients’ existing and future funding requirements.
• 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 a 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 newsletter that might affect the relationship.
• To build and deepen client relationships and cross service based on clients’ needs.
• To give presentations to clients and work 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.
• Manages, acquires, grows, and deepens business partners relationships through effective relationship management and total financial solutions.
• To give servicing presentations to clients and business partners.
• Supports 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 manager specialized in Banking/Financial Services or equivalent. Those who have a network of high net worth and ultra-high net worth (UHNW) clientele will have a significant advantage.
• At least 8 Year(s) of working experience in the related field is required for this position.
• Required language(s): English, Mandarin, and Bahasa Malaysia.