Team Member, Private Trust & Estate Admin at RHB Banking Group

Kuala Lumpur, Kuala Lumpur, Malaysia -

Full Time

Start Date

Immediate

Expiry Date

13 Jun, 26

Salary

0.0

Posted On

15 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Communication, Documentation Review, Onboarding, Compliance, Trust Administration, Estate Administration, Relationship Management, KPI Management, Complaint Resolution, Operational Liaison

Industry

Financial Services

Description

Manage and coordinate client and internal partner communications and status updates Review the documentation requirement and completeness during onboarding Perform qualitative and quantitative check on New Account Documentation for all clients To proactively maintain regular engagement with key client contacts in line with client expectations. To review Trust Deed and Letter of Wishes for private trust’s clients and other legal documents To administrate the Trusts and Estates, which the company has been appointed/ acting as trustee/ executor/ administrator Ensure delivery of Client KPIs targets including day to day service levels, customer experience, quality measures and compliance measures Responsible to have a well-defined Communication and Engagement model in place to ensure all teams understand the performance of the business and also that they understand the needs of their teams Ensure successful delivery and managing peak period Manage and develop the operational client relationships by conducting (where appropriate) operational client review meetings and day to day ops liaison within key workstream Managing complaints, and provide appropriate solutions within time limits 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.

Responsibilities

The role involves managing and coordinating client and internal partner communications, reviewing documentation requirements, and performing qualitative/quantitative checks on new account documentation. Responsibilities also include administering Trusts and Estates where the company acts as trustee, executor, or administrator.