Junior Private Wealth Associate

Pacific Trustees Berhad

Kuala Lumpur

On-site

MYR 30,000 - 42,000

Full time

14 days+

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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.