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 Assistant/ Associate (A1) – Trust Operation Support

• 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 accurately and in a timely basis
• Participate in transaction monitoring and review trust accounts 
• Conduct review of the name screening on 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 across the entire trust structure, including but not limited to invoicing and credit control

Associate (A1) – Treasury

• Manage the end-to-end process for opening / closing of bank accounts, including coordinating the necessary approvals and the required documentation from the personnel involved, and submission to banks.
• Ensure accurate completion of all forms, agreements, and other necessary documentation for new accounts.
• Coordinate with banks to ensure timely account openings and closures, as well as amendments to existing accounts.
• Ensure all bank account opening processes comply with regulatory requirements and company policies.
• Maintain thorough documentation for each bank account, including KYC (Know Your Customer) and AML (Anti-Money Laundering) requirements.
• Ensure timely updates to banking records and assist with periodic internal and external audits related to bank accounts.
• Serve as a liaison between the company and banking institutions regarding the setup and maintenance of accounts.
• Address any issues or discrepancies with account openings or maintenance in a prompt and efficient manner.
• Maintain accurate and organized records of all bank account details, including signatory information, account types, and bank terms.
• Update internal databases and systems to reflect accurate bank account information.
• Continuously review and improve the bank account opening process to ensure efficiency, compliance, and best practices.

Associate (A1) – Due Diligence

• Perform name screening and searches on prospective and existing clients using the approved screening tools.
• Review potential matches and escalate true hits or concerns to the Trust Relationship Manager or Compliance in accordance with established procedures.
• Conduct transaction-based and event-driven screening updates triggered by changes to trust structures or client information.
• Conduct Periodic Reviews of trust accounts in line with internal timelines and regulatory requirements.
• Assess completeness and accuracy of CDD/KYC documentation, identify gaps and follow up with relevant teams or Trust Relationship Managers.
• Evaluate client risk ratings, trigger events, and overall risk profiles to ensure they remain current and accurate.
• Support internal and external audit requests relating to CDD, name screening and Periodic Review activities.
• Ensure adherence to policies and promptly escalate unusual activities or concerns to Compliance.
• Handle other ad-hoc task as required by the business.

Senior Associate (A2) / Assistant Manager (A3) – Business Onboarding Support

• 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”).  
• Assist the Trust Commercial Team of Business Developers (“BD”) in communicating and liaising with clients and/ or intermediaries for onboarding purposes: 
• Managing the end-to-end process for the establishment of a Trust and incorporation of the underlying Trust underlying company (ies), including:  
  • Initial invoicing and fee recognition  
  • Review KYC information (including Source of Wealth/Fund corroboration) and documents for new client/intermediary onboarding purpose 
  • Prepare and review Trust establishment documents  
  • Assist with the incorporation or arrange-for-the-transfer-in of Trust underlying company (ies) 
  • Ensure that the necessary company and regulatory filings are completed  
  • Ensure Trust documents are saved in data system  
  • 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 
  • Prepare and/ or arrange-for the handover of new structures to TRM 
• Engaging internal stakeholders: -  
  • Regulatory and Compliance - to ensure that commercial activities and new business onboarding comply with the relevant laws, regulations and internal policies and standards; and  
  • TRM - to facilitate the smooth transition/handover of newly set-up cases and their clients to TRM for their ongoing day-to-day administration.  
• Assist with the preparation of regular or ad-hoc Group or Regional business reports when necessary. 
• Ensure that the Team adheres to internal policies and Standard Operating Procedures on daily operations.  
• Participate in ad hoc projects or matters as assigned from time to time. 

Assistant Manager (A3) – Business Management

• Manage and oversee day-to-day business management and operational activities 
• Support leadership with planning, budgeting, reporting, and performance tracking 
• Coordinate across internal teams to ensure initiatives are executed smoothly and on time 
• Monitor progress, follow up on action items, and resolve issues or risks proactively 
• Prepare clear and concise management reports, presentations, and dashboards 
• Analyze processes and recommend improvements to enhance efficiency and effectiveness 
• Ensure adherence to internal policies, governance standards, and timelines 
• Act as a key liaison between stakeholders, partners, and management 

Key requirements:

Associate (A1) – Trust Operation Support

• Degree in Law and/or Certificate in Legal Practice (or equivalent)
• Degree in related discipline or professional qualification would be considered 
• STEP qualification is an added advantage
• Experience in anti-money laundering and counter financing terrorism compliance is an added advantage
• Develop and maintain adequate trust knowledge to deliver full suite of trust and corporate services to clients
• Develop strong knowledge of the regulatory and compliance regime
• Detail oriented and able to work with minimum supervision in a fast paced environment and meet tight deadlines. 
• Develop interpersonal skills
• Strong work ethic; professional and approachable
• Able to multitask and is meticulous
• Inquisitive and self-motivated

Associate (A1) – Trust Operation Support

Senior Associate (A2) / Assistant Manager (A3) – Business Onboarding Support

• Degree in Law or any other equivalent professional qualification 
• Good technical knowledge in trusts, STEP qualification is an added advantage 
• At least 5 years of relevant working experience, preferably in Trust Administration services and includes managerial experience. 
• Possess and demonstrate good leadership skills with the ability to guide and manage the team effectively.  
• Well-versed in the statutory and internal anti-money laundering and counter financing terrorism policies as well as compliance with relevant laws and regulations 
• Detail oriented and able to work with minimum supervision in a fast-paced environment  
• Possess a strong sense of responsibility, positive disposition, initiative, high integrity and efficient in time management skill. 
• Good interpersonal skills  
• Critical thinker and problem-solving skills. 
• Able to work independently and a team player. 
• Inquisitive and self-motivated  

Assistant Manager (A3) – Business Management

• Degree or any other equivalent professional qualification 
• At least 3-5 years of relevant experience, preferably in Business Management, Compliance, or Audit 
• In-depth knowledge of trust regulatory and compliance regime will be an added advantage. 
• Well-versed in the statutory and internal anti-money laundering and counter financing terrorism policies as well as compliance with relevant laws and regulations 
• Detail oriented and able to work with minimum supervision in a fast-paced environment  
• Possess a strong sense of responsibility, positive disposition, initiative, high integrity and efficient in time management skill. 
• Good interpersonal skills  
• Critical thinker and problem-solving skills. 

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!