Team Lead, FO Support, Recon & KYC

RHB Asset Management Sdn Bhd; Malaysia; On-site; MYR 120,000 - 180,000; Full time

Benefits offered by this job

Competitive remuneration

Career development opportunities

Inclusive work environment

Job summary

RHB Asset Management Sdn Bhd is seeking a Team Lead, FO Support, Recon & KYC to oversee front office support, client reporting, onboarding and KYC for private mandates and family office clients. You will lead a high-performing team, ensure regulatory compliance, and drive operational excellence.

You will manage client reporting, onboarding, KYC, reconciliation, and valuation processes, liaising with clients, custodians and internal stakeholders to deliver accurate, timely service.

Qualifications

• Bachelor’s degree in finance, accounting or a related field.
• Experience in asset management, fund operations or wealth management.
• Strong knowledge of KYC, onboarding, reconciliation and regulatory compliance.

Responsibilities

• Oversee client reporting for private mandates and family office clients.
• Manage onboarding, KYC and due diligence for accounts.
• Lead stock, cash and portfolio reconciliations.
• Ensure accurate valuation and timely processing of mandates.
• Coach and develop the team to achieve excellence.
• Uphold internal controls and regulatory compliance.
• Liaise with clients, custodians and service providers.
• Identify process improvements to boost efficiency.
• Resolve operational issues in a timely manner.
• Foster a collaborative, high-performance culture.

Skills

Leadership

KYC & due diligence

Reconciliation

Client onboarding

Education

Bachelor’s degree in Finance, Accounting, Economics or related

Tools

Excel

KYC tools

Job description

We are seeking a highly motivated Team Lead, FO Support, Recon & KYC to join RHB Asset Management. In this role, you will be responsible for overseeing front office support activities, client reporting, account onboarding and maintenance, KYC processes, and reconciliation functions for private mandates and family office clients. You will play a critical role in ensuring operational accuracy, regulatory compliance, and seamless client servicing while leading and developing a high-performing team.

What you will be doing

• Manage client reporting activities for private mandates and family office clients, ensuring accuracy and timely delivery
• Oversee account opening, account maintenance, and KYC processes for client onboarding and ongoing due diligence requirements
• Manage operational due diligence (ODD) activities related to investment mandates
• Perform and oversee stock, cash, and portfolio reconciliations for mandates to ensure data integrity and accuracy
• Ensure mandates are valued accurately and within established timelines
• Review and monitor operational processes to ensure compliance with internal controls, regulatory requirements, and investment guidelines
• Act as a key liaison between internal stakeholders, clients, custodians, and other service providers to facilitate smooth operations
• Identify and implement process enhancements to improve operational efficiency and service delivery
• Resolve operational issues and exceptions in a timely and effective manner
• Lead, coach, and develop team members to achieve operational excellence and business objectives
• Foster a collaborative and high-performance culture within the team

What we’re looking for

• Bachelor’s Degree in Finance, Accounting, Economics, Business Administration, or a related discipline
• Relevant experience in asset management, fund operations, private banking support, wealth management operations, KYC, client onboarding, or reconciliation functions
• Strong understanding of client onboarding, KYC and due diligence requirements, reconciliation processes, and investment operations
• Knowledge of private mandates, family office servicing, and portfolio valuation processes would be an advantage
• Strong analytical and problem-solving skills with a keen attention to detail
• Excellent stakeholder management and communication skills
• Ability to manage multiple priorities and work effectively in a fast-paced environment
• Proven leadership experience with the ability to guide, mentor, and develop a team
• Strong commitment to risk management, governance, and regulatory compliance

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.

About RHB

A mantra for our clients, customers, partners and every member of the RHB family. Yes, you. Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution. Join us today and be a part of a winning family. At RHB, we take pride in our people and our teams. Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home. As we grow towards realising our aspirations, we promise a workplace built on the five pillars - RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.