Team Member, Private Trust & Estate Administration

RHB Banking Group; Kuala Lumpur; On-site; MYR 42,000 - 64,000; Full time

Job summary

RHB Banking Group in Kuala Lumpur seeks a Team Member for Private Trust & Estate Administration to administer trust and estate portfolios, ensuring fiduciary duties comply with laws and internal policies.

You will work closely with clients, beneficiaries, and legal professionals to deliver accurate and efficient administration, maintain records, and support the team with timely correspondence and documentation. Fresh graduates are encouraged to apply.

Qualifications

• Bachelor's degree in Law, Business Administration, Finance, Banking, Accounting, or related discipline.
• Fresh graduates are encouraged to apply; candidates with experience in trust administration or fiduciary services have an added advantage.
• Excellent planning, organizational, and time management skills.
• Strong communication and interpersonal skills.
• Ability to handle confidential information with discretion.
• Ability to work independently and within a team.
• Knowledge of trust structures and fiduciary responsibilities is advantageous.

Responsibilities

• Administer private trust and estate accounts in accordance with trust deeds, wills, applicable laws, and internal procedures.
• Manage day-to-day trust and estate administration activities, including record keeping, reporting, and documentation.
• Liaise with clients, beneficiaries, solicitors, financial institutions, and relevant authorities to facilitate trust and estate matters.
• Ensure all transactions and activities are conducted in compliance with regulatory requirements and internal policies.
• Support the team leader and manager in delivering trust and estate administration mandates accurately and efficiently.
• Prepare correspondence, reports, account reviews, and other documentation related to trust and estate portfolios.
• Monitor timelines and follow up on outstanding matters to ensure prompt service delivery.
• Handle client enquiries professionally and maintain strong relationships with stakeholders.
• Protect the reputation and integrity of the department and the Group through professional and ethical conduct.

Skills

Strong communication

Interpersonal skills

Analytical mindset

Time management

Team collaboration

Education

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

Job description

We are seeking a highly motivated Team Member - Private Trust & Estate Administration to join our team. In this role, you will be responsible for administering and managing private trust and estate portfolios, ensuring that fiduciary duties are carried out efficiently and in compliance with legal, regulatory, and internal requirements. You will work closely with clients, beneficiaries, legal professionals, and internal stakeholders to deliver high-quality trust and estate administration services.

What You Will Be Doing

• Administer private trust and estate accounts in accordance with trust deeds, wills, applicable laws, and internal procedures
• Manage day-to-day trust and estate administration activities, including record keeping, reporting, and documentation
• Liaise with clients, beneficiaries, solicitors, financial institutions, and relevant authorities to facilitate trust and estate matters
• Ensure all transactions and activities are conducted in compliance with regulatory requirements and internal policies
• Support the team leader and manager in delivering trust and estate administration mandates accurately and efficiently
• Prepare correspondence, reports, account reviews, and other documentation related to trust and estate portfolios
• Monitor timelines and follow up on outstanding matters to ensure prompt service delivery
• Handle client enquiries professionally and maintain strong relationships with stakeholders
• Protect the reputation and integrity of the department and the Group through professional and ethical conduct

What We're Looking For

• Bachelor's Degree in Law, Business Administration, Finance, Banking, Accounting, or a related discipline
• Fresh graduates are encouraged to apply. Candidates with experience in trust administration, estate management, banking, legal services, fiduciary services, or related fields will have an added advantage
• Good planning, organizational, and time management skills
• Strong communication and interpersonal skills
• Analytical, detail-oriented, and able to handle confidential information with discretion
• Ability to work independently and collaboratively within a team environment
• Strong sense of responsibility, professionalism, and integrity
• Knowledge of trust structures, estate administration, and fiduciary responsibilities will be an added advantage

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.