Private Client –Senior Associate/ Assistant Manager 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 as Senior Associate/ Assistant Manager, Private Client. This full-time and permanent position is based in Iskandar Puteri, Johor // Bangsar South, KL, Malaysia, allowing you to make a significant impact to our and its’ growth. Key responsibilities: Senior Associate (A2) / Assistant Manager (A3) – Business Onboarding Support <ul style="margin-bottom:0.0in;margin-top:0.0px"> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Work within the Business Onboarding Support Team (the “Team”) to provide trust and corporate administrative services support to the Trust Commercial Team and Trust Relationship Management (“TRM”). </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Assist the Trust Commercial Team of Business Developers (“BD”) in communicating and liaising with clients and/ or intermediaries for onboarding purposes: </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Managing the end-to-end process for the establishment of a Trust and incorporation of the underlying Trust underlying company (ies), including: <ul style="list-style-type:circle;margin-bottom:0.0in;margin-top:0.0px"> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Initial invoicing and fee recognition </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Review KYC information (including Source of Wealth/Fund corroboration) and documents for new client/intermediary onboarding purpose </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Prepare and review Trust establishment documents </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Assist with the incorporation or arrange-for-the-transfer-in of Trust underlying company (ies) </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Ensure that the necessary company and regulatory filings are completed </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Ensure Trust documents are saved in data system </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Ensure proper updating of all clients’ data in accordance with clients’ records by the Team and the accuracy of data being captured in the appropriate system </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Prepare and/ or arrange-for the handover of new structures to TRM </li> </ul> </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Engaging internal stakeholders: - <ul style="list-style-type:circle;margin-bottom:0.0in;margin-top:0.0px"> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Regulatory and Compliance - to ensure that commercial activities and new business onboarding comply with the relevant laws, regulations and internal policies and standards; and </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">TRM - to facilitate the smooth transition/handover of newly set-up cases and their clients to TRM for their ongoing day-to-day administration. </li> </ul> </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Assist with the preparation of regular or ad-hoc Group or Regional business reports when necessary. </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Ensure that the Team adheres to internal policies and Standard Operating Procedures on daily operations. </li> <li style="background-color:white;margin:0.0in 0.0in 8.0pt 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Participate in ad hoc projects or matters as assigned from time to time. </li> </ul> Assistant Manager (A3) – Business Management <ul style="margin-bottom:0.0in;margin-top:0.0px"> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Manage and oversee day-to-day business management and operational activities </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Support leadership with planning, budgeting, reporting, and performance tracking </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Coordinate across internal teams to ensure initiatives are executed smoothly and on time </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Monitor progress, follow up on action items, and resolve issues or risks proactively </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Prepare clear and concise management reports, presentations, and dashboards </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Analyze processes and recommend improvements to enhance efficiency and effectiveness </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Ensure adherence to internal policies, governance standards, and timelines </li> <li style="background-color:white;margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Act as a key liaison between stakeholders, partners, and management </li> </ul> Key requirements: Senior Associate (A2) / Assistant Manager (A3) – Business Onboarding Support <ul style="margin-bottom:0.0in;margin-top:0.0px"> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Degree in Law or any other equivalent professional qualification </li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Good technical knowledge in trusts, STEP qualification is an added advantage </li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">At least 5 years of relevant working experience, preferably in Trust Administration services and includes managerial experience. </li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Possess and demonstrate good leadership skills with the ability to guide and manage the team effectively. </li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Well-versed in the statutory and internal anti-money laundering and counter financing terrorism policies as well as compliance with relevant laws and regulations </li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Detail oriented and able to work with minimum supervision in a fast-paced environment </li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Possess a strong sense of responsibility, positive disposition, initiative, high integrity and efficient in time management skill. </li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Good interpersonal skills </li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Critical thinker and problem-solving skills. </li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Able to work independently and a team player. </li> <li style="margin:0.0in 0.0in 8.0pt 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Inquisitive and self-motivated </li> </ul> Assistant Manager (A3) – Business Management <ul style="margin-bottom:0.0in;margin-top:0.0px"> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Degree or any other equivalent professional qualification </li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">At least 3-5 years of relevant experience, preferably in Business Management, Compliance, or Audit </li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">In-depth knowledge of trust regulatory and compliance regime will be an added advantage. </li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Well-versed in the statutory and internal anti-money laundering and counter financing terrorism policies as well as compliance with relevant laws and regulations </li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Detail oriented and able to work with minimum supervision in a fast-paced environment </li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Possess a strong sense of responsibility, positive disposition, initiative, high integrity and efficient in time management skill. </li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Good interpersonal skills </li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif">Critical thinker and problem-solving skills. </li> </ul> Company Benefits: At our Malaysia office, we believe in putting our employees’ well-being first! We offer a flexible hybrid working arrangement and birthday leave. Additionally, we provide comprehensive medical insurance and dental coverage, wellness allowance and competitive annual leave entitlement to support your well-being and time to recharge or explore your passions out of work. As advocates of continuous learning and professional development, we provide an internal mentorship program and reimburse professional membership fees for certifications like ICSA, ensuring you stay ahead in your field. If you are excited about working with us, we encourage you to apply or have a confidential chat with one of our Talent Acquisition team members. Our goal is to make this a great place to work where all our people can thrive. We hope you join us on this exciting journey!

Private Client - All Roles (Johor, MY) @ Vistra Corporate Services (Sea) Pte. Ltd

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