HNW Trust & Estate Specialist | Client Advisory

RHB Group; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

RHB Trustees Berhad in Kuala Lumpur is seeking a detail-oriented Specialist, Corporate Proposition to enhance the end-to-end client journey for high-net-worth clients. You will handle trust administration, estate planning, and tailored trust structures while coaching the team.

Responsibilities include preparing client reports, liaising with fund managers, and onboarding new HNW clients with meticulous documentation and compliance awareness.

Qualifications

• 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.

Responsibilities

• 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

Skills

Wealth management

Private banking

Trust administration

HNW client relationships

Regulatory compliance

Client onboarding

Job description

RHB Trustees Berhad in Kuala Lumpur is seeking a detail-oriented Specialist, Corporate Proposition to enhance the end-to-end client journey for high-net-worth clients. You will handle trust administration, estate planning, and tailored trust structures while coaching the team.

Responsibilities include preparing client reports, liaising with fund managers, and onboarding new HNW clients with meticulous documentation and compliance awareness.