43 Trust Officer 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

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U Mobile Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

U Mobile Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Life at U Mobile

We are Passionate, Innovative, Trustworthy, Team-Oriented & Fun-Loving.

Life at U Mobile

We are Passionate, Innovative, Trustworthy, Team-Oriented & Fun-Loving.

At U Mobile, we are always on the lookout for great talents and passionate individuals to join our growing team.

Let’s start your journey with an award-winning organization!

#UnbeatableCareerAwaits

Top Reasons To Join Us!

• Awarded For
• Most Preferred Employers in Telecommunication Industry (2022, 2023 & 2024)
• Bronze Winner in Cross-Generational Workforce Engagement (2024)
• Gold Winner for Excellence in Workplace Culture (2021)
• Comprehensive medical, dental, optical and insurance benefits
• Flexi working hours arrangements
• Staff Line & Device Subsidy
• Smart Casual Attire
• Child Parental Care Leave
• Convenient location with access to public transport (Imbi Monorail/Bukit Bintang MRT)
• Special employee discounts for selected F&B Brands
  
  

Role

The Day-To-Day Activities

Summary

We are seeking an experienced and results-driven Project Manager to oversee and lead various projects within our organization. The ideal candidate will be responsible for planning, executing, and closing projects, ensuring that they are completed on time, within budget, and meet quality standards. The Project Manager will work closely with cross-functional teams, business users and other key stakeholders to deliver successful project outcomes and ensure that benefits of the projects are realized. Supporting PMO HOD in overall management of IT change initiatives in UM.

Key Responsibilities

Project Delivery

• Manage end-to-end project management including but not limited to defining scope, developing project plan and monitoring and controlling to ensure adherence
• Organize and lead cross-functional teams, delegate tasks and responsibilities to appropriate personnel. Motivate and supervise project team members and influence them to take positive steps and accountability for their assigned works
• Establish governance mechanism and drive the overall governance of the project to manage scope and control change
• Identify and mitigate project risks and drive issue resolution to ensure successful project delivery
• Work with Quality Assurance and Business users to ensure that project deliverables adhere to agreed quality
• Create project audit trail by document all key decision and changes to project plan
• Document lessons learnt and share best practices; update processes where necessary in line with lesson learnt and best practices
• Complete transition of project to operations teams and project closure
• Support business in reviewing project outcomes and benefits
• Manage and optimize project budget, ensuring all expenditure is in line with agreed budget
  
  

Stakeholders Management

• Establish and maintain relationship with internal stakeholders (UM leadership, business team, ISD GTM teams, PMO team etc.) and external vendors (3PP) to deliver solutions meeting customers’ needs
• Onboard and engage key stakeholders (internal and external) required for project execution and define and agree on expectations from each stakeholder
• Proactively engage with stakeholders to avert/resolve potential issues and risks
  
  

Stakeholder Communication and Reporting

• Serve as the primary point of contact for all project-related communication with stakeholders.
• Provide regular project status updates to stakeholders, including progress reports, risks and any issues that may arise to key stakeholders and senior management.
• Facilitate effective communication within the project team and across departments.
• Develop standard periodic reports and dashboards at project and program level for various stakeholders (e.g: Leadership level, CIO level, GTM level etc.)
• Leverage technology to automate reports and dashboard that can streamline communication, improve transparency, facilitate swift decision making, proactive risk and issue resolution
• Support the PMO HoD in creating a portfolio view of all ISD change initiatives (projects and change requests; completed, ongoing and planned) with clear health status, achievements, and challenges
  
  

Strategic Portfolio Management

• Ensure that all change initiatives in ISD pipeline are aligned to UM and ISD’s strategic objective and have clearly defined benefits
• Support the PMO HoD in facilitating demand planning process for all change initiatives (projects and change requests) to eliminate redundancies, identify synergies, prioritize execution and streamline resource utilization
• Support the PMO HoD in facilitating release management process to provide visibility of all planned changes to system and ensure smooth transition to operations
  
  

Ways of working – Project Management Best Practices and Compliance

• Ensure projects are executed compliance with UM and ISD’s processes and polices.
• Leverage UM and ISDs tools and template to ensure standardized ways of working across projects
• Use lessons learned and best practices to recommend enhancements to processes, tools, and templates
  
  

About You

Job Requirements

• Bachelor’s degree in Computer Science/ IT/ Engineering / Telecommunication or equivalent
• A master’s degree or any Project Management certification (e.g. PMP, Prince) is a plus.
• Minimum 5 years in similar position in Telecommunication, Information and Communications Technology (ICT) or relevant industry with at least 3 years’ experience in project management, with a proven track record of successfully managing projects from initiation to completion.
• Experience in Telecommunication industry is preferred.
• Skills:
• Strong leadership and team management skills.
• Excellent communication and interpersonal abilities.
• Proficiency in project management software (e.g., MS Project, Asana, Jira).
• Solid organizational skills, including multitasking and time management.
• Strong problem-solving skills and attention to detail.
  
  

What’s Next ? Once you have applied online, our team will review your application and due to a high volume of applications, only shortlisted candidates will be notified.

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Project Management and Information Technology
• Industries Telecommunications

Referrals increase your chances of interviewing at U Mobile by 2x

Sign in to set job alerts for “Manager Project Management” roles.

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Join to apply for the Credit Risk Modelling - Risk Portfolio Management role at OCBC

2 days ago Be among the first 25 applicants

Join to apply for the Credit Risk Modelling - Risk Portfolio Management role at OCBC

Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

About The Department

Excellent opportunity for an experienced credit risk professional to join a high-performing and evolving Risk Portfolio Management (‘RPM’) function. RPM comprises of a broad range of functions primarily focused on credit portfolio management across banking subsidiaries within OCBC Group. This position is under the Credit Risk Modelling (“CRM”) team within RPM.

About The Team

CRM is a high-profile, multi-disciplinary risk analytics team that covers credit risk models at OCBC Group. The key functions CRM performs include developing, implementing and managing various types of credit risk models, such as Credit risk Scorecards, Internal Rating models, IFRS 9 based Expected Credit Loss models, Credit Stress Testing models, Economic Capital models and Machine Learning models that support Group’s credit risk measurement. These models are embedded in the credit underwriting, customer selection, limit setting, early warning and problem recognition, as well as assessment of capital and provision adequacy.

Job Description

• Develop, implement, and maintain credit risk models supporting the Consumer, Small Business and Wholesale segments of the Group
• Monitor, back-test and report performance of the models to ensure adherence to performance standards and early detection of weaknesses.
• Develop and maintain user requirements, parameters and configurations of systems housing the models.
• Develop in-depth expertise in credit risk modelling methodologies
• Work closely with independent model validators to ensure compliance to model governance framework and timely closure of validation findings.
• Engage with auditors and regulators to ensure compliance with relevant requirements.
• Engage with various stakeholders to develop analytical solutions using model outputs in credit decisioning, business strategies, allowance, and capital assessment.
  
  

Job Requirements

• Degree in Quantitative/Financial discipline, such as Accounting, Finance, Economics, Mathematics or Computer Science.
• Working experience in credit analysis/modelling or credit risk management of Consumer, Small Business and/or Wholesale portfolios.
• Analytical and independent thinker with strong written and verbal communication skills.
• Ability to interact and communicate effectively with senior management.
• At least 3-5 years / 5-7 years of relevant experience in a related area for Senior Analyst / Lead Analyst respectively.
• Strong computational skills with an experience in handling data and performing quantitative analysis.
• Good understanding of Basel III, IFRS regulations and credit products.
  
  

What We Offer

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Banking

Referrals increase your chances of interviewing at OCBC by 2x

Sign in to set job alerts for “Portfolio Manager” roles.

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Closing Date : 30/09/2025Senior Project Manager, Portfolio Management Office ** For registered candidates, please login to apply

Life at U Mobile

We are Passionate, Innovative, Trustworthy, Team-Oriented & Fun-Loving.

At U Mobile, we are always on the lookout for great talents and passionate individuals to join our growing team.
Let’s start your journey with an award-winning organization!

#UnbeatableCareerAwaits

Top Reasons To Join Us!
• Awarded For
o Most Preferred Employers in Telecommunication Industry (2022, 2023 & 2024)
o Bronze Winner in Cross-Generational Workforce Engagement (2024)
o Gold Winner for Excellence in Workplace Culture (2021)
• Comprehensive medical, dental, optical and insurance benefits
• Flexi working hours arrangements
• Staff Line & Device Subsidy
• Smart Casual Attire
• Child Parental Care Leave
• Convenient location with access to public transport (Imbi Monorail/Bukit Bintang MRT)
• Special employee discounts for selected F&B Brands

Role

The Day-To-Day Activities
Job Summary

We are seeking an experienced and results-driven Project Manager to oversee and lead various program/projects within our organization. The ideal candidate will be responsible for planning, executing, rollout and closing projects, ensuring that they are completed on time, within budget, and meet quality standards. The Project Manager will work closely with cross-functional teams, business users and other key stakeholders to deliver successful project outcomes and ensure that benefits of the projects are realized. Supporting PMO HOD in overall management of IT change initiatives in UM.

Job Responsibilities

Program Delivery
• Lead end-to-end delivery of programs and projects, from initiation to launch, ensuring alignment with business objectives.
• Track benefits realization by defining KPIs and measurement frameworks aligned to program goals.
• Monitor performance of program outcomes post-launch to ensure expected business impact is achieved

Project Delivery
• Manage end-to-end project management including defining project scope, developing timelines, monitor project budget, and resources to meet delivery targets within agreed parameters.
• Coordinate and lead cross-functional teams (e.g., IT, Marketing, Sales, Operations) to ensure seamless execution across workstreams. Motivate and supervise project team members and influence them to take positive steps and accountability for their assigned works
• Establish & facilitate project governance, including steering committees, status reporting, and risk/issue escalation to manage scope and control change
• Identify and mitigate project risks and drive issue resolution to ensure successful project delivery
• Work with Quality Assurance and Business users to ensure that project deliverables adhere to agreed quality
• Manage and optimize project budget, ensuring all expenditure is in line with agreed budget
• Ensure compliance with internal processes, frameworks, and regulatory requirements.
• Maintain comprehensive project documentation (include all key decision and changes) to ensure traceability and establish a clear audit trail.
• Monitor and track progress against milestones, resolving roadblocks proactively to avoid delays.
• Complete project transition to operation team and project closure
• Drive stakeholder alignment and manage expectations throughout the project lifecycle.
• Support go-to-market readiness, ensuring all elements (systems, communications, customer journeys) are in place for a successful launch.
• Conduct post-implementation reviews to capture lessons learned and share best practices and identify opportunities for continuous improvements.

Stakeholders Management
• Establish and maintain relationship with internal stakeholders (UM leadership, business team, ISD GTM teams, PMO team etc.) and external vendors (3PP) to deliver solutions meeting customers’ needs
• Onboard and engage key stakeholders (internal and external) required for project execution and define and agree on expectations from each stakeholder
• Proactively engage with stakeholders to avert/resolve potential issues and risks

Stakeholder Communication and Reporting
• Serve as the primary point of contact for all project-related communication with stakeholders.
Provide regular project status updates to stakeholders, including progress reports, risks and any issues that may arise to key stakeholders and senior management.
• Facilitate effective communication within the project team and across departments.
Develop standard periodic reports and dashboards at project and program level for various stakeholders (e.g.: Leadership level, CIO level, GTM level etc.)
• Leverage technology to automate reports and dashboard that can streamline communication, improve transparency, facilitate swift decision making, proactive risk and issue resolution
• Support the PMO HoD in creating a portfolio view of all ISD change initiatives (projects and change requests; completed, ongoing and planned) with clear health status, achievements, and challenges

Strategic Portfolio Management
• Ensure that all change initiatives in ISD pipeline are aligned to UM and ISD’s strategic objective and have clearly defined benefits
• Support the PMO HoD in facilitating demand planning process for all change initiatives (projects and change requests) to eliminate redundancies, identify synergies, prioritize execution and streamline resource utilization
• Support the PMO HoD in facilitating release management process to provide visibility of all planned changes to system and ensure smooth transition to operations.

About You

Job Requirements

• At least a Bachelor’s degree in Information Technology, Computer Science, Telecommunications, Business Administration, Engineering, or a related field.
• Minimum 8–10 years of project management experience, with at least 3–5 years in leading complex, multi-stakeholder IT projects or programs.
• Proven experience in managing end-to-end delivery of digital/technology projects, preferably in telco, enterprise, or B2B sectors.
• Strong experience in cross-functional team management, including IT, business, marketing, and operations.
• Demonstrated ability to manage budgets, timelines, risks, and change effectively.
• Experience in benefits realization and outcome tracking post-implementation.
• Experience in Telecommunication industry is an added advantage
• Strong knowledge of project management methodologies (Waterfall, Agile, Hybrid).
• Excellent stakeholder management and communication skills, including C-level reporting.
• High competency in project governance, documentation, and audit compliance.
• Ability to understand and align technical deliverables with business strategies and outcomes.
• PMP, PRINCE2, or equivalent project management certification is required.
• Agile/Scrum certification (e.g., Certified Scrum Master, SAFe) is an added advantage.
• Proficient in project tools (e.g., MS Project, JIRA, Confluence, PowerPoint, Excel).
• Strong leadership and team management skills.
• Analytical mindset with attention to detail and strong problem-solving capabilities
• Able to work under pressure, multi-tasking and manage multiple priorities in a dynamic environment.
• Proficient in project tools (e.g., MS Project, JIRA, Confluence, PowerPoint, Excel)

#LI-JL1

What’s Next ?
Once you have applied online, our team will review your application and due to a high volume of applications, only shortlisted candidates will be notified.

#J-18808-Ljbffr

Join to apply for the

Credit Risk Modelling - Risk Portfolio Management

role at

OCBC 2 days ago Be among the first 25 applicants Join to apply for the

Credit Risk Modelling - Risk Portfolio Management

role at

OCBC Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

About The Department

Excellent opportunity for an experienced credit risk professional to join a high-performing and evolving Risk Portfolio Management (‘RPM’) function. RPM comprises of a broad range of functions primarily focused on credit portfolio management across banking subsidiaries within OCBC Group. This position is under the Credit Risk Modelling (“CRM”) team within RPM.

About The Team

CRM is a high-profile, multi-disciplinary risk analytics team that covers credit risk models at OCBC Group. The key functions CRM performs include developing, implementing and managing various types of credit risk models, such as Credit risk Scorecards, Internal Rating models, IFRS 9 based Expected Credit Loss models, Credit Stress Testing models, Economic Capital models and Machine Learning models that support Group’s credit risk measurement. These models are embedded in the credit underwriting, customer selection, limit setting, early warning and problem recognition, as well as assessment of capital and provision adequacy.

Job Description

Develop, implement, and maintain credit risk models supporting the Consumer, Small Business and Wholesale segments of the Group Monitor, back-test and report performance of the models to ensure adherence to performance standards and early detection of weaknesses. Develop and maintain user requirements, parameters and configurations of systems housing the models. Develop in-depth expertise in credit risk modelling methodologies Work closely with independent model validators to ensure compliance to model governance framework and timely closure of validation findings. Engage with auditors and regulators to ensure compliance with relevant requirements. Engage with various stakeholders to develop analytical solutions using model outputs in credit decisioning, business strategies, allowance, and capital assessment.

Job Requirements

Degree in Quantitative/Financial discipline, such as Accounting, Finance, Economics, Mathematics or Computer Science. Working experience in credit analysis/modelling or credit risk management of Consumer, Small Business and/or Wholesale portfolios. Analytical and independent thinker with strong written and verbal communication skills. Ability to interact and communicate effectively with senior management. At least 3-5 years / 5-7 years of relevant experience in a related area for Senior Analyst / Lead Analyst respectively. Strong computational skills with an experience in handling data and performing quantitative analysis. Good understanding of Basel III, IFRS regulations and credit products.

What We Offer

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers. Seniority level

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at OCBC by 2x Sign in to set job alerts for “Portfolio Manager” roles.

Petaling Jaya, Selangor, Malaysia 1 month ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago Petaling Jaya, Selangor, Malaysia 1 month ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago Senior Manager, Credit Specialist, Investment & Asset Management

Ara Damansara, Selangor, Malaysia 4 weeks ago Head, Portfolio Optimisation & Solutions | Business Solution Section

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Petaling Jaya, Selangor, Malaysia 2 days ago Kuala Lumpur City, Federal Territory of Kuala Lumpur, Malaysia 2 days ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 days ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 months ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 year ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 4 days ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 days ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago Asset Management - Group Compliance - Assistant Compliance Manager

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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1 day ago Be among the first 25 applicants

Direct message the job poster from Howden Private Wealth

About Us

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.

We have representatives across Hong Kong, Singapore, Malaysia, Geneva, Zurich, Dubai and the U.S. As we are ardent believers in providing holistic solutions, being part of the Howden Group also enables us to help our UHNW clients address their other insurance needs (such as their art insurance to political risk insurance) globally through the Howden network.

The Howden Group is proud to build a business that brings together entrepreneurial teams with the best expertise and talent from all over the world. As the largest independent European broker with an international network, it strongly believes in putting its people first, knowing that profits will follow and clients are the ones who will truly benefit.

Job Responsibilities

• Develop relationships with Private Bankers and other Referral Sources within the EPC’s assigned territories
• Develop leads and prospects by working with Private Bankers and other Referral Sources to identify and qualify potential prospects for the Company’s planning and life insurance products
• Meet with clients (with and without Private Bankers and other Referral Sources present) where appropriate pursuant to the solicitation guidelines and client availability
• Present the Company’s planning concepts and life insurance products to Prospects
• Track, manage and follow up on prospective client situations
• Participate in Private Banker and other Bank or Referral Source employee Training sessions and ongoing follow up to keep Private Bankers informed of the Company’s solutions and potential concepts to fit their client base

Job Requirements

• Bachelor’s degree from a reputable university, with 5 to 10 years of relevant experience in the financial industry
• Experience and knowledge in life insurance and/or HNW space will be preferred
• Individuals with strong analytical and problem solving skills, excellence communication, driven and ambitious in delivery of results
• Self-motivated and mature individuals who possess a strong drive for excellence
• Passionately committed to developing a long-term career in the industry

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Sales, Business Development, and Finance
• Industries Insurance

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1 day ago Be among the first 25 applicants Direct message the job poster from Howden Private Wealth About Us With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong, Singapore, Malaysia, Geneva, Zurich, Dubai and the U.S. As we are ardent believers in providing holistic solutions, being part of the Howden Group also enables us to help our UHNW clients address their other insurance needs (such as their art insurance to political risk insurance) globally through the Howden network. The Howden Group is proud to build a business that brings together entrepreneurial teams with the best expertise and talent from all over the world. As the largest independent European broker with an international network, it strongly believes in putting its people first, knowing that profits will follow and clients are the ones who will truly benefit. Job Responsibilities Develop relationships with Private Bankers and other Referral Sources within the EPC’s assigned territories Develop leads and prospects by working with Private Bankers and other Referral Sources to identify and qualify potential prospects for the Company’s planning and life insurance products Meet with clients (with and without Private Bankers and other Referral Sources present) where appropriate pursuant to the solicitation guidelines and client availability Present the Company’s planning concepts and life insurance products to Prospects Track, manage and follow up on prospective client situations Participate in Private Banker and other Bank or Referral Source employee Training sessions and ongoing follow up to keep Private Bankers informed of the Company’s solutions and potential concepts to fit their client base Job Requirements Bachelor’s degree from a reputable university, with 5 to 10 years of relevant experience in the financial industry Experience and knowledge in life insurance and/or HNW space will be preferred Individuals with strong analytical and problem solving skills, excellence communication, driven and ambitious in delivery of results Self-motivated and mature individuals who possess a strong drive for excellence Passionately committed to developing a long-term career in the industry Seniority level

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

Job function Sales, Business Development, and Finance Industries Insurance Referrals increase your chances of interviewing at Howden Private Wealth by 2x Get notified about new Vice President of Planning jobs in

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Join to apply for the Asset Management - Portfolio Manager, Global Sukuk role at BNP Paribas Asset Management

Join to apply for the Asset Management - Portfolio Manager, Global Sukuk role at BNP Paribas Asset Management

Role Description And Purpose

The candidate is based at BNPP AM Malaysia, Kuala Lumpur. The key purpose of the role is to support the Head of Global Sukuk in managing local currency and hard currency Sukuk and Fixed Income portfolios with a primary focus on managing Government and Sovereign Securities and Corporate credit securities. In the role, this person will be responsible for day-to-day portfolio management including trade and relative value idea generation, market intelligence, reporting, economic analysis and corporate credit research. Furthermore, the role would require ad-hoc administrative and client reporting work to be undertaken as and when required. The individual will have or about to obtain his/her CMSA Licence by Securities Commission of Malaysia. The candidate should demonstrate interest and aptitude in portfolio management with a view towards being an independent backup to the Head of Global Sukuk.

Role Description And Purpose

The candidate is based at BNPP AM Malaysia, Kuala Lumpur. The key purpose of the role is to support the Head of Global Sukuk in managing local currency and hard currency Sukuk and Fixed Income portfolios with a primary focus on managing Government and Sovereign Securities and Corporate credit securities. In the role, this person will be responsible for day-to-day portfolio management including trade and relative value idea generation, market intelligence, reporting, economic analysis and corporate credit research. Furthermore, the role would require ad-hoc administrative and client reporting work to be undertaken as and when required. The individual will have or about to obtain his/her CMSA Licence by Securities Commission of Malaysia. The candidate should demonstrate interest and aptitude in portfolio management with a view towards being an independent backup to the Head of Global Sukuk.

Key Responsibilities

• Ability to manage both local currency and hard currency Sukuk and Fixed Income portfolios across multiple return requirements such as ROI and TWRR. Overseeing portfolio risk and liquidity requirements including managing inflows and outflows, new issue recommendations and undertake relative value idea generation with ultimate aim to outperform stated benchmarks / client targets.
• Maintain good working relationship with external counterparts including counterparty banks, sellside, rating agencies and Trustee for the beneft of the team and portfolios. This role will be the focal point of contact between internal and external counterparts and the Global Sukuk Team thus the candidate will have to be effective in managing communication with key stakeholders.
• Undertake administrative and ad-hoc tasks driven by portfolio requirements such as dealing and execution of trades, compliance and performance reporting as well as business development requirements such as updating of marketing pitch book, responding to client queries and attending to RFP/RFI requests.
• Value adding contributor to the Emerging Markets Fixed Income Team. The candidate will be required to adapt and contribute ideas to the global EMFI Investment Team which may include ideas within the local currency and hard currency investable universe.
  
  
  

KEY INTERNAL / EXTERNAL RELATIONSHIPS

Internal:

• Management and Staff of BNPP AM and BNPP AM Najmah.
• EMFI team
• Client Management team
• Client Reporting team
• Compliance team
• Investment Specialists and Business Development / Sales team
  
  
  

External:

• Existing portfolio of clients and prospectives.
• Counter party Banks and Brokers.
• Service Providers (i.e. Bloomberg, Reuters, BPAM, Rating Agencies and etc)
• Sukuk issuers and Debt Capital market participants.
  
  
  

Essential Qualifications & Experience

• Business or Finance related degree ( Strong background in Investment, Accounting and Finance, Economics is a plus )
• 3 to 5 years of experience managing Sukuk or Fixed Income Funds with a focus on MYR and USD portfolios (additional Credit research experience will be advantagous) .
• CFA is a bonus, but not a prerequisite.
  

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales

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Join to apply for the

Asset Management - Portfolio Manager, Global Sukuk

role at

BNP Paribas Asset Management Join to apply for the

Asset Management - Portfolio Manager, Global Sukuk

role at

BNP Paribas Asset Management Role Description And Purpose

The candidate is based at BNPP AM Malaysia, Kuala Lumpur. The key purpose of the role is to support the Head of Global Sukuk in managing local currency and hard currency Sukuk and Fixed Income portfolios with a primary focus on managing Government and Sovereign Securities and Corporate credit securities. In the role, this person will be responsible for day-to-day portfolio management including trade and relative value idea generation, market intelligence, reporting, economic analysis and corporate credit research. Furthermore, the role would require ad-hoc administrative and client reporting work to be undertaken as and when required. The individual will have or about to obtain his/her CMSA Licence by Securities Commission of Malaysia. The candidate should demonstrate interest and aptitude in portfolio management with a view towards being an independent backup to the Head of Global Sukuk. Role Description And Purpose

The candidate is based at BNPP AM Malaysia, Kuala Lumpur. The key purpose of the role is to support the Head of Global Sukuk in managing local currency and hard currency Sukuk and Fixed Income portfolios with a primary focus on managing Government and Sovereign Securities and Corporate credit securities. In the role, this person will be responsible for day-to-day portfolio management including trade and relative value idea generation, market intelligence, reporting, economic analysis and corporate credit research. Furthermore, the role would require ad-hoc administrative and client reporting work to be undertaken as and when required. The individual will have or about to obtain his/her CMSA Licence by Securities Commission of Malaysia. The candidate should demonstrate interest and aptitude in portfolio management with a view towards being an independent backup to the Head of Global Sukuk.

Key Responsibilities

Ability to manage both local currency and hard currency Sukuk and Fixed Income portfolios across multiple return requirements such as ROI and TWRR. Overseeing portfolio risk and liquidity requirements including managing inflows and outflows, new issue recommendations and undertake relative value idea generation with ultimate aim to outperform stated benchmarks / client targets. Maintain good working relationship with external counterparts including counterparty banks, sellside, rating agencies and Trustee for the beneft of the team and portfolios. This role will be the focal point of contact between internal and external counterparts and the Global Sukuk Team thus the candidate will have to be effective in managing communication with key stakeholders. Undertake administrative and ad-hoc tasks driven by portfolio requirements such as dealing and execution of trades, compliance and performance reporting as well as business development requirements such as updating of marketing pitch book, responding to client queries and attending to RFP/RFI requests. Value adding contributor to the Emerging Markets Fixed Income Team. The candidate will be required to adapt and contribute ideas to the global EMFI Investment Team which may include ideas within the local currency and hard currency investable universe.

KEY INTERNAL / EXTERNAL RELATIONSHIPS

Internal:

Management and Staff of BNPP AM and BNPP AM Najmah. EMFI team Client Management team Client Reporting team Compliance team Investment Specialists and Business Development / Sales team

External:

Existing portfolio of clients and prospectives. Counter party Banks and Brokers. Service Providers (i.e. Bloomberg, Reuters, BPAM, Rating Agencies and etc) Sukuk issuers and Debt Capital market participants.

Essential Qualifications & Experience

Business or Finance related degree ( Strong background in Investment, Accounting and Finance, Economics is a plus ) 3 to 5 years of experience managing Sukuk or Fixed Income Funds with a focus on MYR and USD portfolios (additional Credit research experience will be advantagous) . CFA is a bonus, but not a prerequisite.

Seniority level

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

Job function Finance and Sales Referrals increase your chances of interviewing at BNP Paribas Asset Management by 2x Get notified about new Global Portfolio Manager jobs in

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