Executive, Private Wealth Division

Pacific Trustees Berhad; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

Join a leading company in the Private Wealth Division, focusing on tailored estate planning and wealth structuring solutions. As an Executive, you'll support operational efficiency and ensure compliance while delivering exceptional service to high-net-worth individuals and families.

Qualifications

• Minimum 3 years of experience in trust administration or private wealth management.
• Strong understanding of wealth structuring and compliance requirements.
• Ability to handle confidential information with discretion.

Responsibilities

• Assist in servicing high-net-worth clients managing trust structures.
• Ensure compliance with laws and industry best practices governing trust companies.
• Conduct due diligence and KYC processes in accordance with AML regulations.

Skills

Organisational skills

Attention to detail

Strong communication skills

Education

Bachelor’s degree in Business Administration, Finance, or Law

Tools

Microsoft Office suite

Trust management systems

Job description

Join our dynamic Private Wealth Division and be part of a team dedicated to delivering tailored estate planning and wealth structuring solutions. As an Executive – Private Wealth Division, you will play a pivotal role in supporting operational efficiency, ensuring compliance with regulatory requirements, and delivering exceptional service to high-net-worth individuals and families.

Responsibilities

Client Service & Relationship Management

• Assist in servicing high-net-worth clients by managing trust structures, including:
  • Estate Planning – Wills, Private Trusts, Foundations
  • Wealth Structuring – Family Offices, Business Succession Planning
  • Philanthropic Planning – Charitable Trusts, Endowments
• Provide proactive client support, addressing inquiries, transaction requests, and reporting needs in a timely and professional manner.
• Build and maintain strong relationships with clients, legal advisors, tax consultants, and financial institutions to facilitate smooth service delivery.

Operational & Compliance Support

• Assist in the establishment and administration of private trusts and other wealth structures.
• Ensure compliance with relevant laws, regulations, and industry best practices governing trust companies.
• Monitor regulatory developments and assist in updating internal policies and procedures accordingly.
• Conduct periodic reviews of trust accounts and documentation to ensure accuracy and compliance.
• Assist in identifying, assessing, and mitigating operational and reputational risks associated with private client services.
• Conduct due diligence and KYC processes in accordance with anti-money laundering (AML) and counter-terrorism financing (CTF) regulations.
• Work closely with legal and compliance teams to ensure proper risk mitigation strategies are in place.
• Support the opening and administration of bank and investment accounts for trust structures.
• Assist in managing financial transactions, distributions, and funding requests in line with trust mandates.
• Prepare periodic client statements and reports, ensuring transparency and accuracy.

Technology & Process Enhancement

• Support the implementation of digital tools and automation to enhance efficiency in trust administration.
• Ensure proper data management, security, and confidentiality of client records.

Requirements

• Bachelor’s degree in Business Administration, Finance, Law, or a related field.
• Minimum 3 years of experience in trust administration, estate planning, or private wealth management.
• Strong understanding of wealth structuring, trust law, and compliance requirements.
• Excellent organisational skills with attention to detail and accuracy.
• Ability to handle confidential information with discretion and professionalism.
• Proficiency in Microsoft Office suite and trust management systems.
• Strong communication skills, with the ability to interact effectively with high-net-worth clients and professional advisors.
• Experience in handling banking transactions and regulatory reporting is a plus.

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Your application will include the following questions:

Which of the following types of qualifications do you have? Which of the following statements best describes your right to work in Malaysia? What's your expected monthly basic salary? Which of the following languages are you fluent in? Are you willing to undergo a pre-employment background check? How much notice are you required to give your current employer? Which of the following Microsoft Office products are you experienced with? How many years' experience do you have as a Trust Administrator?

Pacific Trustees Group International is a vibrant regional player in the trust industry with operations in Malaysia, Labuan and Singapore. Pacific Trustees Berhad (PTB), a member of the Pacific Trustees Group International, has over 29 years of diverse expertise in providing a broad range of institutional, private and Islamic trust services.

PTB was incorporated on 21 September 1994 under the Companies Act 1965 and registered as a Trust Company under Section 4 of the Trust Companies Act 1949. We are therefore authorized to provide the full complement of trust services to both individuals and corporations. As a Bond Trustee registered with Securities Commission Malaysia, we are also empowered to act as Trustee for Unit Trust Funds and Real Estate Investment Trust.

Pacific Trustees Group International is a vibrant regional player in the trust industry with operations in Malaysia, Labuan and Singapore. Pacific Trustees Berhad (PTB), a member of the Pacific Trustees Group International, has over 29 years of diverse expertise in providing a broad range of institutional, private and Islamic trust services.

PTB was incorporated on 21 September 1994 under the Companies Act 1965 and registered as a Trust Company under Section 4 of the Trust Companies Act 1949. We are therefore authorized to provide the full complement of trust services to both individuals and corporations. As a Bond Trustee registered with Securities Commission Malaysia, we are also empowered to act as Trustee for Unit Trust Funds and Real Estate Investment Trust.

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