Senior TM, UT/FA/REITs/E-Money, Custodian/PDS

RHB Group; Malaysia; On-site; MYR 110,000 - 170,000; Full time

Benefits offered by this job

Competitive remuneration

Comprehensive benefits

Career development opportunities

Job summary

RHB Banking Group is seeking a Senior Team Member in Trustee Operations to oversee UNIT Trusts, Fund Administration, REITs and E-Money. You will manage complex trustee operations, ensure regulatory compliance, and drive process improvements across the team.

You will lead and mentor staff, coordinate with clients and regulators, and contribute to system enhancements and reporting to management. A strong finance background and 5+ years in trustee services are essential.

Qualifications

• 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 related financial services.

Responsibilities

• 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 escape 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

Skills

Leadership

Communication

Analytical thinking

Organisational skills

Problem-solving

Team mentoring

Attention to detail

Education

Bachelor's Degree in Finance, Accounting, Business Administration, Law, or related discipline

Tools

MS Office

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 escape 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. If you're ready to be a part of our transformative journey, we encourage you to