24 Trust And Will jobs in Malaysia

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust, and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals, and family offices.

We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. With more than 1,800 colleagues, we operate across 20+ countries, supporting our clients globally and locally to provide a seamless client experience across borders and service lines.

Job Description Main Responsibilities

Have a strong understanding of trust regulatory requirements and adhere to Ocorian's policies and procedures.

Be able to comprehend trust deeds.

Administer a portfolio of trusts, with billable time averaging 5.5 hours per day.

Conduct Trust Reviews, investment reviews, and ongoing transaction monitoring.

Review and understand trust financial statements.

Review all appropriate bank statements and arrange for monies to be deposited as necessary.

Ensure billing and collection of receivables.

Maintain accuracy and detail in trust records, the trust file, and computer database.

Respond to all incoming correspondence within 3 working days.

Attend to client needs and prepare/hold meetings as required.

Liaise with all interacting intermediaries including corporate administrators, bankers, protectors, investment managers/advisors, settlors, and beneficiaries.

Display a mature approach to complex trust administration and high-volume client workload.

Participate in personal development and company development activities.

Conduct regular client reviews to identify additional service needs, deepen wallet share, and support client retention and growth strategies.

Support the Business Development team by identifying cross-selling opportunities and assisting in onboarding new clients.

Collaborate with other Trust Associates to identify business development opportunities within their client books.

Participate in sales and client pitch meetings, providing technical trust expertise.

Work with Relationship Managers and internal stakeholders to align client delivery with growth objectives.

Qualifications Required Knowledge, Skills & Experience

Formal trustee qualification (TEP or ICSA) or related university/tertiary qualification.

At least 3 years’ trust administration experience, demonstrating initiative and independence.

Broad knowledge of trust and estate administration, including corporate trusts, with accounting and investment knowledge.

Assist with training and staff development.

Good team-building and organizational skills.

Proficient in Microsoft Office, especially MS Word.

Strong written and oral communication skills.

Ability to interact effectively and courteously with clients, attorneys, colleagues, exercising discretion and confidentiality.

Additional Information Our Values All staff are expected to embody our core values:

Client Centric

– Focused on providing expertise and solutions for our clients’ complex challenges.

Ambitious

– Thinks and acts globally, seizing opportunities to support clients and colleagues worldwide.

Agile

– Acts on initiative, keeping processes simple, efficient, and effective.

Collaborative

– Works together to find solutions faster, sharing successes.

Ethical

– Behaves with integrity, building trust through responsible actions and honest relationships.

Position: Administrative, Saint Helier, Jersey, Full-time

#J-18808-Ljbffr

This job is all about managing trusts and foundations for clients. You might like this job because you get to help people and ensure everything runs smoothly with legal documents and financial matters!

• Administer a portfolio of trusts, foundations, and related structures in accordance with legal, regulatory, and internal compliance standards.
• Act as the primary point of contact for clients, beneficiaries, and professional advisers.
• Draft and review resolutions, minutes, letters, and other fiduciary documents.
• Coordinate bank account openings, payments, and investment instructions.
• Maintain up-to-date statutory records and ensure timely filings with relevant authorities (e.g., Labuan FSA, ROC, etc.).
• Assist in onboarding new clients, including due diligence and KYC documentation.
• Monitor transactions to ensure proper recording and compliance with AML/CFT guidelines.
• Support ad-hoc administrative or client-related tasks.
• Maintain accurate files and records in both electronic and physical formats.

Job Requirements

• Diploma or Degree in Law, Business, Accounting, Finance, or related field.
• 1–3 years of relevant experience in trust or corporate services (fresh graduates with internship experience may be considered).
• Good knowledge of trust/foundation principles and fiduciary responsibilities.
• Familiarity with regulatory requirements (e.g., Labuan Companies Act, Trusts Act, AMLA).
• Strong attention to detail, time management, and organizational skills.
• Proficient in Microsoft Office and basic document drafting.
• Professional demeanor with good interpersonal and communication skills.
• Fluent in English; additional languages are an advantage.
• Preferably holding STEP (Society of Trust and Estate Practitioners) qualification or working towards it.
• Experience with Labuan or other offshore trust/foundation jurisdictions.

Hiredly X, the headhunting team of Hiredly, makes headhunting accessible and affordable for every employer, no matter the size or industry. We help employers screen and source the best candidates through exclusive access to our job portal database. Assisted with AI, we make the headhunting process fast and accurate, allowing us to be competitive with our fees. #J-18808-Ljbffr

1 day ago Be among the first 25 applicants

Direct message the job poster from Niffnaf Agency

Unit Trust & PRS Consultant | Million Dollar Producer Agency Manager | Financial Mentor | Sport Lady

We’re Hiring: Unit Trust Consultants

Join our team and make a difference by helping clients build their wealth through smart and strategic investments.

What You’ll Do:

• Provide investment advice on unit trust products

• Build and maintain strong client relationships

• Understand clients’ financial goals and recommend suitable funds

• Educate clients on investment risks and benefits

• Stay informed on market trends and updates

• Monitor and review clients’ portfolios regularly

• Expand your client base through active networking

• Meet sales targets with professionalism and integrity

• Attend regular training and team meetings

If you’re passionate about finance and committed to helping others achieve financial security, we’d love to hear from you!

Apply now or DM for more info.

Seniority level

• Seniority level Entry level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales

Referrals increase your chances of interviewing at Niffnaf Agency by 2x

Sign in to set job alerts for “Investment Broker” roles.

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

This job is all about managing trusts and foundations for clients. You might like this job because you get to help people and ensure everything runs smoothly with legal documents and financial matters! Administer a portfolio of trusts, foundations, and related structures in accordance with legal, regulatory, and internal compliance standards. Act as the primary point of contact for clients, beneficiaries, and professional advisers. Draft and review resolutions, minutes, letters, and other fiduciary documents. Coordinate bank account openings, payments, and investment instructions. Maintain up-to-date statutory records and ensure timely filings with relevant authorities (e.g., Labuan FSA, ROC, etc.). Assist in onboarding new clients, including due diligence and KYC documentation. Monitor transactions to ensure proper recording and compliance with AML/CFT guidelines. Support ad-hoc administrative or client-related tasks. Maintain accurate files and records in both electronic and physical formats. Job Requirements

Diploma or Degree in Law, Business, Accounting, Finance, or related field. 1–3 years of relevant experience in trust or corporate services (fresh graduates with internship experience may be considered). Good knowledge of trust/foundation principles and fiduciary responsibilities. Familiarity with regulatory requirements (e.g., Labuan Companies Act, Trusts Act, AMLA). Strong attention to detail, time management, and organizational skills. Proficient in Microsoft Office and basic document drafting. Professional demeanor with good interpersonal and communication skills. Fluent in English; additional languages are an advantage. Preferably holding STEP (Society of Trust and Estate Practitioners) qualification or working towards it. Experience with Labuan or other offshore trust/foundation jurisdictions. Hiredly X, the headhunting team of Hiredly, makes headhunting accessible and affordable for every employer, no matter the size or industry. We help employers screen and source the best candidates through exclusive access to our job portal database. Assisted with AI, we make the headhunting process fast and accurate, allowing us to be competitive with our fees. #J-18808-Ljbffr

1 day ago Be among the first 25 applicants Direct message the job poster from Niffnaf Agency Unit Trust & PRS Consultant | Million Dollar Producer Agency Manager | Financial Mentor | Sport Lady

We’re Hiring: Unit Trust Consultants Join our team and make a difference by helping clients build their wealth through smart and strategic investments. What You’ll Do: • Provide investment advice on unit trust products • Build and maintain strong client relationships • Understand clients’ financial goals and recommend suitable funds • Educate clients on investment risks and benefits • Stay informed on market trends and updates • Monitor and review clients’ portfolios regularly • Expand your client base through active networking • Meet sales targets with professionalism and integrity • Attend regular training and team meetings If you’re passionate about finance and committed to helping others achieve financial security, we’d love to hear from you! Apply now or DM for more info. Seniority level

Seniority level Entry level Employment type

Employment type Full-time Job function

Job function Finance and Sales Referrals increase your chances of interviewing at Niffnaf Agency by 2x Sign in to set job alerts for “Investment Broker” roles.

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Select how often (in days) to receive an alert:

It's never been a more exciting time to join Vistra.

At Vistra our purpose is progress. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business - to help our clients achieve progress without friction.

But progress only happens when people come together and take action. And we're absolutely committed to building a culture where our people can do just that.

We have an exciting opportunity for you to join our team at various level in Tax Services where the roles are based in Johor Bahru, Malaysia. This full-time and permanent position offers regional coverage, allowing you to make a significant impact to our Tax Services department and its' growth.

Key responsibilities:

Assistant/Senior Assistant/Associate/Senior Associate (A1/A2)

• Support the Trust Relationship Managers in delivering a full suite of trust and corporate services to clients.
• Provide prompt, excellent and professional trust and company administration services.
• Prepare and draft Trust-related documents.
• Conduct administrative reviews on existing trust and company structures.
• Ensure regulatory filings are conducted on a timely basis.
• Participate in transaction monitoring and review trust accounts.
• Conduct name screening of trust related parties.
• Comply with the Group’s internal control and audit standards.
• Ensure that clients’ data base is kept up to date along with clients’ records and accuracy of data being captured in the appropriate system.

Participate in matters that are ancillary to trust administration, including but not limited to invoicing and credit control.

Senior Associate, Business Onboarding Support (A2)

• Work within the Business Onboarding Support Team (the “Team ”) to provide support to the Trust Commercial Team and Client Acceptance Team in delivering a full suite of trust and corporate services to clients.
• Provide prompt, excellent, and professional trust and company administration services.
• Ensure proper updating of all clients’ data in accordance with clients’ records and the accuracy of data being captured in the appropriate system.
• Comply with the Group’s internal control and audit standards.
• Adhere to internal policies and Standard Operating Procedures on daily operations.
• Participate in ad hoc projects or matters as assigned from time to time.

Manager, Business Onboarding Support (B1)

• Prepare, generate, and maintain business reports on a regular basis, including but not limited to Periodic Review Report, Trust Accounting Report, Transaction Monitoring Report.
• Gather data from multiple sources (ViewPoint, MyFormations), ensuring data accuracy and consistency.
• Ensure the integrity of data by performing regular validation and reconciliation, addressing discrepancies or errors in data sources.
• Monitor and manage all regulatory filing deadlines, ensuring timely and accurate submission of necessary documents to regulatory bodies.
• Assist and coordinate various project management tasks, ensuring smooth communication and timely completion of key business initiatives.
• Coordinate with different stakeholders to gather information and update internal teams on business progress and performance.
• Provide ad-hoc reports and analysis to support business projects, strategic initiatives, and decision-making processes.
• Identify opportunities to streamline the reporting process, improve data accuracy, and enhance reporting tools and methods.
• Work closely with IT, developer and project team which includes participating in UAT process for new business systems, software and applications.
• Serve as the business liaison between technical teams and end-users to clarify requirements, troubleshoot issues, and provide support to end-users on new systems or processes.

Key requirements:

• Basic Microsoft Office skill is essential.
• Good command of both spoken and written English. Proficiency in Mandarin is an advantage.
• Sense of ownership and commitment to on-time and on-quality delivery.
• Good interpersonal skills and able to work in a team.
• Experience working in client service or SSC environment will be an added advantage.
• Assistant/Senior Assistant/Associate (A1): Fresh graduate in Law or related background or min 1 year experience in legal. Experience in anti-money laundering and counter financing terrorism compliance is an added advantage.
• Senior Associate (A2): Minimum 3-5 years of relevant working experience in corporate or Legal firm for any legal documentation . Experience in anti-money laundering and counter financing terrorism compliance is an added advantage.
• Manager (B1): Minimum 5 years relevant working experience in trust fields with business support, administrative, or related roles with a focus on report preparation, data analysis, or project management .

Company Benefits:

At our VISTRA, Malaysia office, we believe in putting our employees’ well-being first!

We provide:

• Opportunity for career advancement and regional working exposure
• Training and development
• Hybrid working arrangement.
• Medical, dental, optical coverage
• Study leaves and professional membership coverage

Referral Fee :

• Manager/Senior Manager/Director (B1 & B2) - RM 3 ,000
• Associate Director/Director (C1 & C2) – RM 3,000
• Senior (A2) – RM 2,000

*The referral fee is not applicable for non-technical positions such as administrative/clerical, receptionist, dispatch, drivers, general cleaners, fixed-term contract, or internship opening.

*The referral fee is not entitled for Job Grade C employees.

*The referral fee is not entitled if you are referring to prospects for your direct report.

#J-18808-Ljbffr

Select how often (in days) to receive an alert:

It's never been a more exciting time to join Vistra.

At Vistra our purpose is progress. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business - to help our clients achieve progress without friction.

But progress only happens when people come together and take action. And we're absolutely committed to building a culture where our people can do just that.

We have an exciting opportunity for you to join our team at various levels in Tax Services where the roles are based in Johor Bahru, Malaysia. This full-time and permanent position offers regional coverage, allowing you to make a significant impact on our Tax Services department and its growth.

Key responsibilities:

Assistant/Senior Assistant/Associate/Senior Associate (A1/A2)

• Support the Trust Relationship Managers in delivering a full suite of trust and corporate services to clients.
• Provide prompt, excellent, and professional trust and company administration services.
• Prepare and draft Trust-related documents.
• Conduct administrative reviews on existing trust and company structures.
• Ensure regulatory filings are conducted on a timely basis.
• Participate in transaction monitoring and review trust accounts.
• Conduct name screening of trust-related parties.
• Comply with the Group’s internal control and audit standards.
• Ensure that clients’ database is kept up to date along with clients’ records and accuracy of data being captured in the appropriate system.

Participate in matters that are ancillary to trust administration, including but not limited to invoicing and credit control.

Senior Associate, Business Onboarding Support (A2)

• Work within the Business Onboarding Support Team (the “Team ”) to provide support to the Trust Commercial Team and Client Acceptance Team in delivering a full suite of trust and corporate services to clients.
• Provide prompt, excellent, and professional trust and company administration services.
• Ensure proper updating of all clients’ data in accordance with clients’ records and the accuracy of data being captured in the appropriate system.
• Comply with the Group’s internal control and audit standards.
• Adhere to internal policies and Standard Operating Procedures on daily operations.
• Participate in ad hoc projects or matters as assigned from time to time.

Manager, Business Onboarding Support (B1)

• Prepare, generate, and maintain business reports on a regular basis, including but not limited to Periodic Review Report, Trust Accounting Report, Transaction Monitoring Report.
• Gather data from multiple sources (ViewPoint, MyFormations), ensuring data accuracy and consistency.
• Ensure the integrity of data by performing regular validation and reconciliation, addressing discrepancies or errors in data sources.
• Monitor and manage all regulatory filing deadlines, ensuring timely and accurate submission of necessary documents to regulatory bodies.
• Assist and coordinate various project management tasks, ensuring smooth communication and timely completion of key business initiatives.
• Coordinate with different stakeholders to gather information and update internal teams on business progress and performance.
• Provide ad-hoc reports and analysis to support business projects, strategic initiatives, and decision-making processes.
• Identify opportunities to streamline the reporting process, improve data accuracy, and enhance reporting tools and methods.
• Work closely with IT, developer and project team which includes participating in UAT process for new business systems, software, and applications.
• Serve as the business liaison between technical teams and end-users to clarify requirements, troubleshoot issues, and provide support to end-users on new systems or processes.

Key requirements:

• Basic Microsoft Office skills are essential.
• Good command of both spoken and written English. Proficiency in Mandarin is an advantage.
• Sense of ownership and commitment to on-time and on-quality delivery.
• Good interpersonal skills and able to work in a team.
• Experience working in client service or SSC environment will be an added advantage.
• Assistant/Senior Assistant/Associate (A1): Fresh graduate in Law or related background or min 1 year experience in legal. Experience in anti-money laundering and counter financing terrorism compliance is an added advantage.
• Senior Associate (A2): Minimum 3-5 years of relevant working experience in corporate or Legal firm for any legal documentation. Experience in anti-money laundering and counter financing terrorism compliance is an added advantage.
• Manager (B1): Minimum 5 years relevant working experience in trust fields with business support, administrative, or related roles with a focus on report preparation, data analysis, or project management.

Company Benefits:

At our VISTRA, Malaysia office, we believe in putting our employees’ well-being first!

We provide:

• Opportunity for career advancement and regional working exposure.
• Training and development.
• Hybrid working arrangement.
• Medical, dental, optical coverage.
• Study leaves and professional membership coverage.

#J-18808-Ljbffr

Assistant / Executive Trust Administrator (Malaysia)

The role is for Kensington Trust Labuan Limited.

Responsibilities

• Provide company secretarial support to clients independently, ensure compliance with the regulatory requirements and other relevant guidelines
• Responsible for a portfolio of clients’ entities
• Working with the team manager and other support teams in achieving high delivery standards
• Undertake ad-hoc functions and related duties that may be assigned from time to time
  
  

Requirements

• At least Bachelor’s Degree / Diploma in Law, Corporate Administration (ICSA), STEP or other equivalent professional certificate
• Minimum 2 – 5 years of relevant working experience in the same field.
• Potentials with similar relevant exposure in legal practice are encouraged to apply
• Good organizational and interpersonal skills and able to work under strict deadlines
• Strong professional integrity and process good learning aptitude and team work spirit
• Good command of English for both oral and written communication
  
  

Job Category: Corporate Secretarial

Job Type: Full Time

Job Location: Labuan

Tahap senioriti #J-18808-Ljbffr

Select how often (in days) to receive an alert: It's never been a more exciting time to join Vistra. At Vistra our purpose is progress. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business - to help our clients achieve progress without friction. But progress only happens when people come together and take action. And we're absolutely committed to building a culture where our people can do just that. We have an exciting opportunity for you to join our team at various level in Tax Services where the roles are based in Johor Bahru, Malaysia. This full-time and permanent position offers regional coverage, allowing you to make a significant impact to our Tax Services department and its' growth. Key responsibilities: Assistant/Senior Assistant/Associate/Senior Associate (A1/A2) Support the Trust Relationship Managers in delivering a full suite of trust and corporate services to clients. Provide prompt, excellent and professional trust and company administration services. Prepare and draft Trust-related documents. Conduct administrative reviews on existing trust and company structures. Ensure regulatory filings are conducted on a timely basis. Participate in transaction monitoring and review trust accounts. Conduct name screening of trust related parties. Comply with the Group’s internal control and audit standards. Ensure that clients’ data base is kept up to date along with clients’ records and accuracy of data being captured in the appropriate system. Participate in matters that are ancillary to trust administration, including but not limited to invoicing and credit control. Senior Associate, Business Onboarding Support (A2) Work within the Business Onboarding Support Team (the “ Team ”) to provide support to the Trust Commercial Team and Client Acceptance Team in delivering a full suite of trust and corporate services to clients. Provide prompt, excellent, and professional trust and company administration services. Ensure proper updating of all clients’ data in accordance with clients’ records and the accuracy of data being captured in the appropriate system. Comply with the Group’s internal control and audit standards. Adhere to internal policies and Standard Operating Procedures on daily operations. Participate in ad hoc projects or matters as assigned from time to time. Manager, Business Onboarding Support (B1) Prepare, generate, and maintain business reports on a regular basis, including but not limited to Periodic Review Report, Trust Accounting Report, Transaction Monitoring Report. Gather data from multiple sources (ViewPoint, MyFormations), ensuring data accuracy and consistency. Ensure the integrity of data by performing regular validation and reconciliation, addressing discrepancies or errors in data sources. Monitor and manage all regulatory filing deadlines, ensuring timely and accurate submission of necessary documents to regulatory bodies. Assist and coordinate various project management tasks, ensuring smooth communication and timely completion of key business initiatives. Coordinate with different stakeholders to gather information and update internal teams on business progress and performance. Provide ad-hoc reports and analysis to support business projects, strategic initiatives, and decision-making processes. Identify opportunities to streamline the reporting process, improve data accuracy, and enhance reporting tools and methods. Work closely with IT, developer and project team which includes participating in UAT process for new business systems, software and applications. Serve as the business liaison between technical teams and end-users to clarify requirements, troubleshoot issues, and provide support to end-users on new systems or processes. Key requirements: Basic Microsoft Office skill is essential. Good command of both spoken and written English. Proficiency in Mandarin is an advantage. Sense of ownership and commitment to on-time and on-quality delivery. Good interpersonal skills and able to work in a team. Experience working in client service or SSC environment will be an added advantage. Assistant/Senior Assistant/Associate (A1):

Fresh graduate in Law or related background or min 1 year experience in legal. Experience in anti-money laundering and counter financing terrorism compliance is an added advantage. Senior Associate (A2):

Minimum 3-5 years of relevant working experience in corporate or Legal firm for any legal documentation . Experience in anti-money laundering and counter financing terrorism compliance is an added advantage. Manager (B1):

Minimum 5 years relevant working experience in trust fields with business support, administrative, or related roles with a focus on report preparation, data analysis, or project management . Company Benefits: At our VISTRA, Malaysia office, we believe in putting our employees’ well-being first! We provide: Opportunity for career advancement and regional working exposure Training and development Hybrid working arrangement. Medical, dental, optical coverage Study leaves and professional membership coverage Referral Fee : Manager/Senior Manager/Director

(B1 & B2)

- RM 3 ,000 Associate Director/Director (C1 & C2)

– RM 3,000 Senior (A2)

– RM 2,000 *The referral fee is

not

applicable for non-technical positions such as administrative/clerical, receptionist, dispatch, drivers, general cleaners, fixed-term contract, or internship opening. *The referral fee is not entitled for Job Grade C employees. *The referral fee is not entitled if you are referring to prospects for your direct report.

#J-18808-Ljbffr