Senior Trust & Wealth Development Lead

Kenanga Investment Bank Berhad; Kuala Lumpur; On-site; MYR 70,000 - 110,000; Full time

Job summary

Kenanga Investment Bank Berhad seeks an experienced professional to assist the CEO in expanding the Private Trust market and product development for high net worth clients. The role drives revenue, client acquisition, and intermediary networks while ensuring regulatory compliance and fiduciary integrity.

Key duties include preparing proposals, performing KYC, supporting partners, and coordinating with professionals to facilitate trust-related transactions and services.

Qualifications

• Bachelor's degree in Business, Economics, Sales, Finance, Law, or equivalent.
• Minimum 4–5 years of experience in financial services (will & trust/ financial products/ insurance/ investments).
• Experience in sales distribution or agency support would be advantageous.

Responsibilities

• Assist CEO to prepare detailed proposals and fee quotations.
• Perform due diligence / KYC on clients and funds before onboarding to ensure compliance.
• Attend meetings with business partners to provide consultation for prospects.
• Address corporate clients' enquiries for corporate trusteeship services.
• Compile monthly and quarterly business activity reports for meetings and partners.
• Facilitate distributors in joint field work to promote products.
• Act as Trust Relationship Manager for ongoing and ad-hoc client requests.
• Conduct periodic reviews on trust status and update clients on industry practices and laws.
• Liaise with client relationship managers, lawyers, PAs, and corporate secretaries to facilitate transfers.
• Source for other professional services (e.g., investment manager, tax consultant, lawyer, banker) for clients' personal matters.

Skills

Client relationship management

Due diligence

Sales / business development

KYC compliance

Education

Bachelor's degree in Business, Economics, Sales, Finance, Law, or equivalent

Job description

Kenanga Investment Bank Berhad seeks an experienced professional to assist the CEO in expanding the Private Trust market and product development for high net worth clients. The role drives revenue, client acquisition, and intermediary networks while ensuring regulatory compliance and fiduciary integrity.

Key duties include preparing proposals, performing KYC, supporting partners, and coordinating with professionals to facilitate trust-related transactions and services.