Senior Team Member, UT/FA/REITs/E-Money

RHB Group; Kuala Lumpur; On-site; MYR 180,000 - 240,000; Full time

Benefits offered by this job

Competitive remuneration

Benefits package

Career growth opportunities

Professional development

Job summary

RHB Banking Group is seeking a Senior Team Member for Trustee Operations to oversee UT/FA/REITs/E-Money activities in Malaysia. You will manage authorisation of complex transactions, ensure regulatory compliance, and drive improvements across processes and systems.

The role requires extensive experience in trustee services and fund administration, with strong leadership to coach team members and collaborate with regulators, clients, and internal partners.

Qualifications

• Bachelor's Degree in Finance, Accounting, Business Administration, Law, or related discipline.
• Minimum 5 years of relevant experience in trustee services, fund administration, asset management operations, or broader financial services.
• Strong experience with Unit Trusts, REITs, Fund Administration, E-Money, corporate trust, or related trustee operations.
• Solid understanding of Malaysian regulatory environment and compliance requirements.
• Ability to manage complex operational processes and deliver quality outcomes in fast-paced setting.
• Strong analytical, problem-solving, and organizational skills with attention to detail.
• Excellent communication and interpersonal skills for engagement with clients and stakeholders.
• Proficiency in Microsoft Office applications (Excel, Word, PowerPoint).
• Ability to work independently and as part of a team; demonstrated leadership and mentoring capabilities.

Responsibilities

• Manage and authorise trustee and fund administration activities across UT, FA, REITs, and E-Money.
• Ensure timely, accurate delivery of services with high operational excellence.
• Plan resources to ensure coverage and continuity of services.
• Provide operational support for peers within Trustee Operations as needed.
• Coach and guide new team members for effective execution of processes.
• Verify regulatory reports submitted by fund managers and ensure compliance.
• Review and update policies, guidelines, and SOPs to strengthen controls.
• Drive process automation and system enhancements with clear requirements and UAT docs.
• Maintain relationships with clients, regulators, banks, custodians, and other stakeholders.
• Escalate and report operational irregularities and project updates to management.
• Maintain and file operation documents and records properly.
• Perform system maintenance, enhancements, and configuration activities.
• Prepare internal and external management/regulatory reports.
• Execute and verify trades, corporate actions, money market placements, income distributions, and related payments for REITs.
• Attend stakeholder engagements and client meetings.

Skills

Trustee services

Fund administration

Unit Trusts

E-Money

Regulatory compliance

Stakeholder management

Process improvement

Leadership

Team coaching

System testing

Education

Bachelor's Degree in Finance/Accounting/Business

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

We are seeking a highly motivated and experienced Senior Team Member, UT/FA/REITs/E-Money to join our Trustee Operations team at RHB Banking Group. In this role, you will be responsible for managing and authorising a broad range of trustee and fund administration activities across Unit Trusts (UT), Fund Administration (FA), Real Estate Investment Trusts (REITs), E-Money, and other trust-related mandates. You will work closely with clients, regulators, business partners, and internal stakeholders to ensure operational excellence, regulatory compliance, and the timely delivery of high-quality services while driving process improvements and operational efficiencies.

What you will be doing

• Manage and authorise operational matters relating to REITs, corporate trust transactions, private debt securities (PDS), E-Money, custodial, escrow, and other trustee services.
• Ensure timely, accurate, and efficient delivery of services to clients while maintaining a high standard of operational excellence.
• Plan and manage resources effectively to ensure sufficient operational coverage and continuity of services.
• Provide operational coverage for peers within Trustee Operations as and when required.
• Coach, train, and guide new team members to ensure readiness and effective execution of operational processes.
• Verify regulatory reports submitted by fund managers and ensure compliance with relevant regulatory requirements.
• Review and update policies, guidelines, standard operating procedures, forms, and documentation to strengthen controls and improve operational efficiency.
• Drive process automation initiatives and system enhancements by preparing clear user requirements, system specifications, and comprehensive User Acceptance Testing (UAT) documentation.
• Liaise and maintain strong working relationships with clients, regulators, banks, brokers, custodians, solicitors, financial institutions, and other stakeholders.
• Proactively escalat and report operational irregularities, client feedback, process improvement initiatives, and project updates to management.
• Ensure proper maintenance, organisation, and filing of operational documents and records.
• Perform system maintenance, enhancements, and configuration-related activities.
• Prepare and review internal management reports and external regulatory submissions.
• Execute and verify trade transactions, corporate actions, money market placements, income distributions, fee payments, foreign exchange deals, and unit cancellation payments where applicable for REITs.
• Attend key stakeholder engagements including client meetings, preliminary discussions, site visits, and other important operational meetings.
• Review documentation, forms, and resolutions to ensure completeness and execution within stipulated timelines.
• Maintain and update Operating Manuals and process documentation in a timely manner.
• Execute specialised operational tasks requiring functional expertise and technical knowledge.
• Provide valuable feedback and recommendations on operational issues faced by clients and internal teams.
• Support additional assignments and projects as directed by Management from time to time.

What we're looking for

• Bachelor's Degree in Finance, Accounting, Business Administration, Law, or a related discipline.
• Minimum 5 years of relevant experience in trustee services, fund administration, asset management operations, or the broader financial services industry.
• Strong experience and working knowledge of Unit Trusts, REITs, Fund Administration, E-Money, corporate trust, or related trustee operations.
• Sound understanding of the Malaysian regulatory environment, including compliance requirements governing trustee and fund administration activities.
• Proven ability to manage complex operational processes and deliver high-quality outcomes in a fast-paced environment.
• Strong analytical, problem‑solving, and organisational skills with exceptional attention to detail.
• Excellent communication and interpersonal skills, with the ability to engage effectively with clients and stakeholders at all levels.
• Proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint.
• Ability to work independently while contributing effectively within a team environment.
• Demonstrated leadership capabilities with experience in coaching, mentoring, or guiding team members.

What we offer

At RHB Banking Group, we are committed to fostering a collaborative and inclusive work environment that empowers our employees to reach their full potential. We offer competitive remuneration, comprehensive benefits, and ample opportunities for professional development and career growth.

RHB Banking Group is a leading regional financial services provider headquartered and listed in Malaysia. Established in 1913, we offer comprehensive banking solutions across retail, business, corporate, and Islamic banking. With a strong presence in Malaysia and nine ASEAN countries, we are committed to delivering simple, fast, and seamless experiences. Guided by our brand promise, “Together We Progress,” we continue building a sustainable and inclusive future with our customers and stakeholders.