We are seeking a Transfer Agency Manager to join FNZ's growing Transfer Agency team in our Damansara office. This is an exciting opportunity to lead the team and be accountable for the service to our clients and their underlying investors on behalf of FNZ.
You will be accountable for all aspects of day to day TA Processes, regulatory, and financial risk relevant to their team and, for all processes that fall within their functional area. Responsible for all aspects of change within the functional area, you will ensure an effective change process from delivery through to implementation and that change is delivered effectively, and, in accordance with FNZ Compliance standards.
Other key responsilibilities include:
Strategy & Leadership
Support the Head of Operations in managing operational teams, processes, and stakeholder engagement.
Oversee daily operations, ensuring smooth execution, timely reporting, and continuous service improvement.
Develop staff with succession planning, fostering growth and career development.
Contribute to strategic planning, technology solutions, and regulatory compliance to enhance scalability and efficiency.
Process & Risk Management
Ensure operational resilience, error management, and risk control through robust reporting and oversight.
Manage KPI/KRI performance, ensuring compliance with customer contractual terms.
Lead operational transformation and continuous improvement initiatives.
Oversee audits, client visits, and implementation of operational controls to mitigate risks and fraud.
People Management & Development
Manage and support team performance, training, and career development.
Foster a culture of collaboration, ethical decision-making, and compliance with mandatory training.
Ensure high-quality service delivery to internal and external clients.
Governance & Compliance
Provide timely reporting to leadership and actively participate in governance, risk, and change management meetings.
Drive the right behaviors and client engagement to deliver first-class service in alignment with corporate standards.
What are we ideally looking for in a successful candidate?
A degree, or equivalent, in a finance, business or numerate discipline.
Extensive operations experience within the Transfer Agency industry.
Extensive knowledge of EPF and PRS
Significant experience in an operations management role.
Extensive technical operational knowledge covering the functions under role holders’ remit,
Change management experience,
Strong understand of risk/compliance policies and processes for a financial services business
Extensive Knowledge of the Malaysian financial services including regulatory and knowledge of other region such as Thailand, Vietnam and Singapore
Why should you join us?
Be part of a highly successful global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies.
Be part of the start-up team in KL with the ability to have direct input and involvement in the processes towards the expected fast growth.
Convenient office location in the city for commuters.
A competitive salary and excellent benefits, including full comprehensive Health insurance, Life insurance, additional company leave days after your first 12 months, volunteer leave, sick days, referral bonuses, and more.
A hybrid 3+2 model combining working from the office and from home.
We provide global career opportunities for our employees at any of our offices in the UK, Czech Republic, Australia, New Zealand, China and more.
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future.
If this role appeals to you, please apply with your CV by the 22nd of March 2025.
*Please note we shortlist as we receive applications. We encourage early applications as we may withdraw advertising at any time.
For more information, please reach out to us on apac_recruitment@fnz.com
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future.