就业机会

• Manages, acquires, grows, and deepens High Net Worth customers’ relationships through effective relationship management and total financial solutions.
• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of trust and estate planning products.
• Analyzes economic trends, global markets, customer needs, and competitive products to structure personalized Trust products for customers.
• Professionally promotes and sells a wide range of Trust and Estate Planning products to existing and potential customers.
• To give sales/product presentations to customers and business partners as and when required.
• Professionally promotes and sells a wide range of Trust and Estate Planning products to existing and potential customers.

Qualifications:

• The candidate must possess at least a Bachelor's Degree in Marketing, Banking, or other related fields.
• Minimum of three (3) years of proven and progressive financial services and/or retail sales experience or equivalent.
• Possess relationship management experience with high-net-worth clients.
• Assertive and able to communicate effectively across all levels.
• Possess good problem-solving skills and a customer-focused disposition.
• Strong written and verbal communication skills in English.
• Good communication and presentation skills.
• Strong technical skills in wealth management
• Team player with integrity.
• Possess own transport.

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• Data entry.
• To performs monthly reconciliation of Bank Accounts, local creditors and etc.
• To administer all documentations in relation to the invoicing and receipt of payment from debtors.
• Prepare invoices, payment voucher and issuance of cheque.
• Responsible for day to day operational of account department.
• Checking and verify file from operation department before get approval.
• Monthly checking on existing customer file before issuance of cheque.
• Liaise with auditors, bank institution and company secretary.
• Ensure proper filing of all documents pertaining to account.
• To assist any job-related tasks assigned and directed by Supervisor.

Requirements:

• Candidate must possess a bachelor Degree in Accountancy/Finance.
• Candidate must possess strong accounting background.
• At least minimum 2 to 3 years working experience in accounting field required for this position.
• Computer literate and competent in Microsoft Office application (Words and Excel).
• Candidate have experience in Accounting Software. Experience in MYOB Accounting System will be added advantage.
• Good communication skill, can work in team, positive attitude and willing to learn.
• Required language(s) : Bahasa Malaysia and English

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• To review, draft and negotiate legal-related documents including but not limited to will, private trust, and other related agreement/documents.
• To keep management abreast of the latest development of relevant laws, regulation and to advise on the compliance requirements from time to time.
• To assist in discussions/negotiations process on behalf of UBB Amanah Berhad as and when instructed.
• To analyze, research, and summarize legal information.
• To liaise with external lawyers and other consultants.
• To attend to any legal queries within UBB Amanah Berhad.
• To prepare legal opinion as and when requested.
• To perform any other duties as directed from time to time as required by the management of UBB Amanah.

Requirements:

• Candidate must possess a bachelor Degree in Law or equivalent.
• At least minimum 2 to 3 years working experience in related field required for this position.
• Computer literate and competent in Microsoft Office application.
• Good communication skill, can work in team, positive attitude and willing to learn.
• Required language(s) : Bahasa Malaysia and English

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• To carry out administrative /operational duties associated with Will Writing, Individual and Corporate Trust and Estate Administration.
• To manage, update and maintain client database periodically as well as the filing system.
• To assist in preparation of business proposals and presentations for prospective clients.
• To perform any job-related task assigned and directed by your supervisor and the management of Company

Requirements:

• Candidate must possess at least Diploma/Advanced/Higher/Graduate Diploma in Business Studies/Administration/Management or equivalent.
• At least 2 Year(s) of working experience in the related field is required for this position.
• Required Skill(s): Microsoft Office, Administrative Skills.
• Preferably Junior Executive specialized in Clerical/Administrative Support or equivalent.
• Team player, fast learner and can work under pressure

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