1. Business Development - Labuan offshore business

Responsibilities

• Source, market and package new business proposals to existing and new clients.
• Foster positive relationship with customers and initiate regular customer site visit/follow up to establish better rapport.
• Understanding our client’s aims and objectives to advise on the most appropriate trust structures for our clients to meet their personal and business needs.
• Be responsible on the business proposal to clients and pitch to them accordingly.
• Proactively and actively cross sell & up sell with new and existing client.
• Come up with market mapping with relevant, quantified and clear information to the Managing Director and Trust Officer.
• Co-operate with other stakeholders (Operation, Finance, etc) to monitor & collect accounts receivable based on agreed terms.

Job Requirements

• Relevant working experience preferably in international trust organisation/Labuan trust
• A "hunter" with a focus on finding solutions and achieving sales number.
• Fluent in English language particularly in written and spoken.
• Proficiency in spoken and written Chinese as this position will be supporting China clients.
• High self-confident, energetic and pleasant personality.
• Enthusiastic and willing to take new challenges
• Portrays leadership and motivates teammates.
• Results-driven, self-motivated, enthusiastic to build a good sales career.

• Strong relationship-building skills and a good team player to lead a team to achieve set targets.

2. Advisor - Wealth management

Responsibilities:

• Discover customers’ needs and offer the appropriate products and services
• Service and review the customer profile
• Specialize in provide the important of financial planning service to potential customers, especially high net worth market
• Specialise in Risk Management
• Develop and reaching out to potential prospective clients and building a strong customer base.
• Communicate and follow-up with clients on plans, track successes and inform about any modifications.
• Play a key role in business planning and analysis, recommending strategic initiatives and providing business support
• Monitor, track and review the performance to against company business targets.
• Attend customer enquiries by providing the accurate solution.
• To lead and conduct product training and marketing program.
• Organise your own business activities and convention.

Job Requirements :

• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigate risk
• Possess and demonstrate strong communication skills
• Understanding of how to deliver a strong overall client experience
• Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
• Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority
• Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals to support responsible growth

• Fluent in English language particularly in written and spoken.

• Proficiency in spoken and written Chinese as this position will be supporting China clients.

3. Compliance officer

RESPONSIBILITIES

• Process incoming application and review compliance/ KYC / investors due diligence check according to the requirement of Labuan Financial Services & Securities Act 2010
• Process general enquiry from client and financial advisor by writing / Email or phone call
• Liaison with Labuan Trust Company, Labuan Financial Services Authorities and Operation and Finance team
• Attend company’s internal audit, compliance and corporate governance matters;
• Trust related matters
• Document control and office support
• Administrative and Projects support
• To oblige with Bank Negara Malaysia’s (BNM) regulatory requirements under the provision of Anti-Money Laundering, Anti-Terrorism Financing
• To ensure the Internal AML/CFT policies are properly developed and made available to all relevant staff. Effectively monitor the ‟compliance with the AML/CFT requirements”, particularly on CDD, record keeping and ongoing monitoring of customers and transactions.

REQUIREMENTS

• Knowledge in Labuan Financial Services Authority (LFSA) compliance reporting as well as brief understanding of Labuan Financial Services & Securities Act 2010
• Relevant experiences in any broad based AML/CFT experience or knowledge
• Candidate must possess at least Bachelor's Degree or equivalent.
• Relevant work experience in Labuan Trust entity or related industries in the discipline of business compliance will be added advantages
• Fluent in English language particularly in written and spoken.
• Proficiency in spoken and written Chinese as this position will be supporting China clients.

• Computer literate with MS Office - Word, Excel, and Outlook.

4. Trust officer

RESPONSIBILITIES

• Assist with new client onboarding and ongoing know your client reviews
• Preparing of trustee and company minutes and resolutions where required;
• Ensure compliance with the statutory requirements under the Labuan Companies Act
• Perform compliance checks on Trusts where the company acts as trustee and related accounts
• Maintenance and administration of trusts, foundations and offshore companies and private client mandates
• Independently drafting of trust deeds, letter of wishes and relevant documentation
• Handle standard trust transactions, including trust set-up, asset injections, bank account opening, restructuring, declaring distributions, change of deed’s jurisdiction, and terminations
• Ensure adherence to the operating policies and procedures
• Liaise and follow up with bankers, auditors/tax agents for the respective trusts
• Maintain and organize records of all correspondence and documents
• Assist with any administrative matters that may arise from time to time
• Ensure that all regulatory protocols, policies and procedures are in compliance

Requirements

• A recognised degree in Business/ Finance or relevant professional qualification
• Relevant working experience in the trust industry
• Existing qualified Trust Officer would be an added advantage
• A minimum of 2-3 years of working experience in the trust industry
• Adhere to high standards of integrity and efficiency
• Well-organised, strong analytical skills, logical and must have excellent attentive to details
• A team player with good analytical and organizational skills

• Fluent in English language particularly in written and spoken.

• Proficiency in spoken and written Chinese as this position will be supporting China clients.

5. Assistant company secretary (Labuan company)

KEY RESPONSIBILITIES

• Organise and attend board meetings and general meetings, prepare/file minutes/resolutions accordingly
• Prepare and lodge documents with LFSA
• Perform due diligence on the clients with regular reviews
• Maintain statutory filings and ensure proper statutory records
• Liaise with clients, government bodies and other related service providers, including auditors and tax agents
• Support in the application of work permits
• Update and maintain information databases
• Perform ad hoc secretarial duties as required

REQUIREMENTS

• Degree/Advance Dip/ Dip of Law, Accounting or Business Management or Business Administration
• Conversant with Labuan Companies Act and familiar with regulatory and reporting requirements
• Fluent in English language particularly in written and spoken.
• Proficiency in spoken and written Chinese as this position will be supporting China clients.

• PC proficiency, including Microsoft Word, Excel, Power point

6. Account & finance manager

Responsibilities

• Responsible for overall Accounts and Finance functions including but not limited to preparation and submission of audited accounts, financial and management reports, budgeting, forecasting, cash flow planning, and projection.
• Take charge of the overall accounting functions, including income statement, GL, AP, AR, and the full spectrum of accounts.
• To prepare monthly payroll and ensure all documentations are complying statutory requirements (including EPF, SOCSO and PCB)
• Maintain and enforce a documented system of accounting policies and procedures.
• Supervise the daily operations of the accounts department, especially budgeting and cost control, internal control system, transaction-processing operations and policies.
• Continue to improve the accounting procedures and initiate corrective actions.
• Monitor all accounts payable transactions and accounts receivable collection.
• Ensure that monthly balance sheet reconciliations are reviewed on a timely basis with adequate and constructive feedback as well as follow-up to ensure queries are answered.
• Liaise with bankers, tax agents, co-secretary, external or internal auditors, and government authorities on Company-related matters.
• Submission of relevant documents to authorities
• Perform other ad-hoc assignment and duties assigned by superior from time to time
• Experience in Taxation related matters such as Tax Computation and LHDN E-Filling will be an added advantage

Requirement:

• Qualification: Professional Certificate, Diploma, Advanced/Higher/Graduate Diploma.
• Able to work independently, take on added responsibility, commitment and discipline.
• Candidate must possess knowledge in Accounting, familiar in SQL Accounting Software will be an advantage
• Able on written and oral communication skills.
• Required language(s): Fluent in Mandarin (must), English and Bahasa Malaysia