Private Trust Services (Middle Office) Private Trust Services (Middle Office) …

CIMB Malaysia
in Kuala Lumpur, Kuala Lumpur, Malaysia
Permanent, Full time
Be the first to apply
Competitive
CIMB Malaysia
in Kuala Lumpur, Kuala Lumpur, Malaysia
Permanent, Full time
Be the first to apply
Competitive
Private Trust Services (Middle Office)
  1. Assist Business in the preparation of necessary paperwork for Trust committee approval prior to accepting any new businesses, injection of assets, establishment of trusts, incorporation of SPV and/or matters related to the management and administration of trust / SPVs.
  2. Assist Business to review trust and related documents in view of preparation of ancillary documents and revisions of trust documents.
  3. Prepare documents for management review and reporting. This includes new product proposals, sales presentations, new business reports, customer performance and trust review reports.
  4. Ensure full and complete on-boarding process of trust clients are being carried out inclusive of conducting due diligence checks on clients.
  5. Assist in performance of complex administrative activities, which may include regulatory reviews, and accounts distribution.
  6. Ensure customer relationships are in compliance through various measures of review and tracking.
  7. Liaise with agent of the offshore financial centres in connection with formation, administration and maintenance of offshore companies.
  8. Assist Relationship Managers on portfolio maintenance, revenue monitoring and collections.


Qualifications
  1. At Least 5 years of experience in trust administration. Experience in servicing and managing fiduciary relationships with high net worth clients (or equivalent) an added advantage.
  2. Preferably with legal background, experience in trust law an added advantage.
  3. Technically proficient in tax investments and administration.


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