Private Relationship Manager

2 weeks ago


Kuala Lumpur, Kuala Lumpur, Malaysia Zelin Family Office (M) Sdn Bhd Full time

Job Descriptions:

  • Serve as a trusted advisor, offering insightful financial solutions to meet the current and future funding requirements of our valued clients.
  • Responsibilities will encompass ensuring strict adherence to both internal and external regulatory frameworks, guidelines, policies, and procedures for all transactions and business activities.
  • Involve proactively building and nurturing relationships with both existing and potential clients, fostering a strong network within the industry.
  • Nstrumental in expanding our clientele base by leveraging internal referrals, client recommendations, marketing leads, and selfgenerated leads. Throughout this process, you will maintain an unwavering commitment to providing exceptional service quality and compliance standards.
  • Remain vigilant, keep clients informed of important developments such as industry news and newsletters that may impact their business relationship.
  • Focus on building lasting and meaningful relationships with clients, identifying their unique needs, and delivering comprehensive crossservicing solutions tailored to their specific requirements.
  • Proficient in delivering compelling servicing presentations to clients and working partners, showcasing our offerings effectively.
  • Collaborate with the team to achieve company objectives, milestones, and timelines, actively contributing your knowledge, skills, and experience to support the growth and development of your colleagues.
  • Strategic approach, effectively manage, acquire, grow, and deepen relationships with business partners, ensuring the delivery of holistic financial solutions.
  • Embracing a dynamic and flexible approach, prepared to assist with any ad hoc assignments that may arise, contributing to the overall success of the organization.

Job Requirements:

  • Exceptional interpersonal skills and a proven ability to engage effectively with individuals across various hierarchical levels will be advantageous.
  • Demonstrated proficiency in multitasking and adeptly handling highpressure situations will be crucial for success in this role.
  • An acute attention to detail, coupled with a natural organizational aptitude, will be essential in ensuring precision and accuracy in all aspects of the job.
  • Fundamental knowledge of commonly used computer software and programs, particularly Microsoft Office
  • Welldeveloped interpersonal skills will be highly beneficial in fostering positive and productive working relationships.
  • Exceptional oral and written communication skills in both English and Mandarin are prerequisites for this role, while proficiency in Bahasa Malaysia is considered an advantageous addition.

Family Background:

Any family member is working in Government sector is an added advantage.

Working Experiences:

working in oversea or business banking, corporate loan 5mil and above before will be value added
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