Executive – Private Wealth Operations

Pacific Trustees Berhad; Kuala Lumpur; On-site; MYR 30,000 - 42,000; Full time

Job summary

Pacific Trustees Berhad, a licensed trust company in Malaysia, invites fresh graduates to join the Private Wealth Division as an entry-level Executive. You will gain hands-on experience in trust administration, client servicing, and compliance within the financial services industry.

Responsibilities include assisting with wills, trusts, and foundations, onboarding clients, performing KYC, and preparing reports, while developing digital tools and contributing to efficient operations in a

Qualifications

• Degree in Business, Finance, Law, Accounting, or related field.
• Fresh graduates or up to 2 years in finance, banking, or trust administration.
• Detail-oriented, organized, discreet with confidential matters.
• Proficient in Microsoft Office (Excel, Word, PowerPoint).
• Strong communication and teamwork skills.

Responsibilities

• Assist with the administration of wills, trusts, and foundations.
• Support onboarding, inquiries, and reporting for clients.
• Conduct KYC and due diligence; maintain accurate records.
• Help implement digital tools and ensure efficiency.
• Handle standard administrative tasks including document preparation, account opening, and record updates.
• Prepare simple client statements and reports.
• Manage assigned operational tasks independently with supervision.
• Support client requests including reporting and transaction updates.

Skills

Attention to detail

Communication skills

Teamwork

MS Office proficiency

Education

Degree in Business, Finance, Law, Accounting, or related field

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Join Pacific Trustees, one of Malaysia's licensed trust companies with over 31 years of experience, in the Private Wealth Division. This is an entry-level Executive role where you will gain hands‑on experience in trust administration, client servicing, and compliance within the financial services industry.

Key responsibilities

• Assist with the administration of wills, trusts, and foundations
• Support onboarding, inquiries, and reporting for clients
• Conduct KYC and due diligence; maintain accurate records
• Help implement digital tools and ensure efficiency
• Handle standard administrative tasks including document preparation, account opening, and record updates
• Prepare simple client statements and reports
• Manage assigned operational tasks independently with supervision
• Support client requests including reporting and transaction updates

About you

• Degree in Business, Finance, Law, Accounting, or related field
• Fresh graduates and candidates with up to 2 years' experience in finance, banking, or trust administration
• Detail-oriented, organized, and discreet with confidential matters
• Proficient in Microsoft Office (Excel, Word, PowerPoint)
• Strong communication and teamwork skills

About us

Pacific Trustees is one of Malaysia's licensed trust companies with over 31 years of experience, specializing in safeguarding wealth and supporting families through wills, trusts, and estate planning. We believe in growing talent from within and offer a structured career pathway with clear progression opportunities from Executive to Manager level.

• Meaningful work contributing to protecting family wealth and legacies
• Structured career growth with clear promotion track from Executive to Manager
• Professional training in private wealth, trusts, and estate planning
• Exposure to high-net-worth clients and top advisors
• Collaborative culture with experienced professionals in a supportive team
• Prime location based in Kuala Lumpur City Centre