Snr Rship Mgr, Family Office
1 week ago
- Regular Hours
Monday
- Friday
- Business Area
Asset Management
- Location
Malaysia
- Kuala Lumpur
- Description
Primary Objective:
The primary role of the Relationship Director is to achieve the sales target set by Regional Head, Family Office.
The Relationship Director is expected to establish and develop relationships by providing a high level of bespoke services and solutions of the Ultra High Net Worth clients' Financial, Investment and Personal needs.
The Relationship Director is to provide solutions and supports to ensure smooth running of the entire end-to-end business activities of Family Office.
- To manage client experience and expectation i.e. clients' wealth and no major complaint lead to financial loses and litigation
- To assists in business process review and develop processes to build the business, help close gaps among various stakeholders
- To comply all the Rules & Regulations and Code of Conduct guidelines issued by BNM, Securities Commission and Bursa Malaysia
Key Responsibilities:
- Business Plan:
Object - To work closely with Regional Head on prospecting and networking ideas to generate business opportunities
Results - To onboard minimum of 30 new clients for Family Office
- AUM and Revenue:
Object - To be able to execute the investment strategies and proactively review and manage the investment portfolios
Results - To generate minimum AUM of RM200m and revenue of RM800k
- Client Management
Object - To handle all clients' requirements professionally and in a timely manner in line with RHB Family Office service standards
Results - Maximize the business growth and share of wallet from the client
- Business Development
Object - To liaise with Stakeholders from respective units to co-ordinate and closely manage the end to end workflow and processes;
Results - Overall success of the business and smooth operational flows
- Integrity & Credibility
Object - To complete all the training and licensing requirements to be able to sell and conduct business under RHBAM
Results - Establish credibility and highest standards of personal and professional integrity within the business and with clientele. Zero tolerance on non-compliance.
- Requirements
Requirements:
Bachelor Degree - Business, Marketing or any related field.
At least 5-7 years in a Private Banker / Relationship Manager position
Relevant experience in Private Wealth and Family Office
Well connected to UHNW space
Excellent presentation, interpersonal and communication (written/verbal) skills
Good people management skills
Possess strong sales and service skills
- Benefits
- Friday
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