HNW Wealth & Trust Proposition Specialist

RHB Trustees Berhad; Malaysia; On-site; MYR 85,000 - 130,000; Full time

Benefits offered by this job

Competitive remuneration

Comprehensive benefits

Career development

Flexible work arrangements

Wellness initiatives

Job summary

RHB Trustees Berhad is seeking a detail-oriented Specialist, Corporate Proposition to enhance the end-to-end client journey for high-net-worth clients. You will administer trusts, oversee estate administration, draft key trust documents, and prepare monthly client reports while coaching team members.

The role requires deep knowledge of trust structures, estate planning and regulatory familiarity, with direct client engagement and ongoing documentation updates.

Qualifications

• Minimum 5 years of experience in wealth management, private banking, or trust administration.
• Strong understanding of trust structures, estate planning, and client onboarding processes.
• Exceptional attention to detail, excellent organisational and documentation skills.
• Strong interpersonal and communication skills to manage HNW client relationships.
• Proactive, team-oriented mindset with ability to coach junior team members.

Responsibilities

• Optimise end-to-end client journeys to enhance the overall experience.
• Administer Private Trusts: payments, distributions, asset placements, and trustee billing.
• Manage Estate Administration: asset/liability gathering and transfers with beneficiaries.
• Draft and finalise trust documents (Trust Deeds, Letters of Wishes) for Private Trusts and Estates.
• Prepare and consolidate monthly client reports from fund managers and banks.
• Provide coaching and advisory support to squad members.
• Manage direct relationships with HNW clients: consultations, proposals, onboarding docs.
• Update Operating Manual annually or when processes change.

Skills

Wealth management

Private banking

Trust administration

Client onboarding processes

Attention to detail

Interpersonal communication

Job description

RHB Trustees Berhad is seeking a detail-oriented Specialist, Corporate Proposition to enhance the end-to-end client journey for high-net-worth clients. You will administer trusts, oversee estate administration, draft key trust documents, and prepare monthly client reports while coaching team members.

The role requires deep knowledge of trust structures, estate planning and regulatory familiarity, with direct client engagement and ongoing documentation updates.