Snr Rship Mgr, Family Office

1 week ago

Kuala Lumpur, Malaysia RHB Banking Group Full time

Working Hour
- 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:
Action - To set clear and achievable action plans for both the onboarding of new clienteles and sales revenue & AUM

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:
Action - To work collaboratively with CIOs and all other product owners and generate investment portfolio that are aligned to all the clientele needs

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

Action - To manage clients’ wealth holistically and ensuring all their financial needs including financial standing, financial goals and risk tolerance are appropriately aligned

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

Action - To assists in the implementation of new processes and projects

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

Action - To comply with our Policies & Procedures, Code of Conduct and all regulations/Notices/Guidelines issued by Bank Negara Malaysia, Securities Commission of Malaysia and Bursa Malaysia

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

Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards

  • Snr Rship Mgr, Family Office

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia RHB Banking Group Full time

    Working Hour Regular Hours Monday Friday Business Area Asset Management Location Malaysia Kuala Lumpur DescriptionPrimary 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...

  • Assistant vice president, investment products

    1 month ago

    Kuala Lumpur, Malaysia Cimb Full time

    Assistant Vice President, Investment Products - Treasury Plan, implement, grow and manage wealth management (Treasury) products. Develop/enhance investment products and launch the products. Ensure products are launched on time. Develop and implement campaigns/promotions (external and internal). Conduct training sessions for the sales team. Ensure compliance...

  • Assistant vice president, investment products

    1 month ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Cimb Full time

    Assistant Vice President, Investment Products Treasury Plan, implement, grow and manage wealth management (Treasury) products. Develop/enhance investment products and launch the products. Ensure products are launched on time. Develop and implement campaigns/promotions (external and internal). Conduct training sessions for the sales team. Ensure compliance...

  • Assistant vice president, investment products

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Cimb Full time

    Assistant Vice President, Investment Products Treasury Plan, implement, grow and manage wealth management (Treasury) products. Develop/enhance investment products and launch the products. Ensure products are launched on time. Develop and implement campaigns/promotions (external and internal). Conduct training sessions for the sales team. Ensure compliance...

  • Assistant vice president, investment products

    3 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Cimb Full time

    Assistant Vice President, Investment Products Treasury Plan, implement, grow and manage wealth management (Treasury) products. Develop/enhance investment products and launch the products. Ensure products are launched on time. Develop and implement campaigns/promotions (external and internal). Conduct training sessions for the sales team. Ensure compliance...

  • Snr Acc Rship Mgr

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia RHB Banking Group Full time

    Working Hour Regular Hours Monday Friday Business Area Location Malaysia Kuala Lumpur DescriptionPrimary Objective:To manage a commercial loans portfolio which shall include soliciting new assets, liabilities (both commercial and Islamic), transaction banking businesses, managing the overall account profitability, monitoring of asset quality and...

  • Snr Rship Mgr, Mid Cap

    2 months ago

    Kuala Lumpur, Malaysia RHB Banking Group Full time

    Working Hour - Regular Hours - Monday - Friday- Business Area - Corporate Banking- Location - Malaysia - Kuala Lumpur- Description **Primary Objective**: - Strategizes and leads the business development plan for the assigned corporate loan portfolio. - Build a wide client network and timely initiate prospects and assess opportunities/needs for an assigned...

  • Snr Acc Rship Mgr

    2 months ago

    Kuala Lumpur, Malaysia RHB Banking Group Full time

    Working Hour - Regular Hours - Monday - Friday- Business Area- Location - Malaysia - Kuala Lumpur- Description **Primary Objective**: To manage a commercial loans portfolio which shall include soliciting new assets, liabilities (both commercial and Islamic), transaction banking businesses, managing the overall account profitability, monitoring of asset...

  • Snr Rship Mgr, Mid Cap

    1 week ago

    Kuala Lumpur, Malaysia RHB Banking Group Full time

    Working Hour - Regular Hours - Monday - Friday- Business Area - Corporate Banking- Location - Malaysia - Kuala Lumpur- Description **Primary Objective**: - Strategizes and leads the business development plan for the assigned corporate loan portfolio. - Build a wide client network and timely initiate prospects and assess opportunities/needs for an assigned...

  • Snr Rship Mgr, Mid Cap

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia RHB Banking Group Full time

    Working Hour Regular Hours Monday Friday Business Area Corporate Banking Location Malaysia Kuala Lumpur DescriptionPrimary Objective: Strategizes and leads the business development plan for the assigned corporate loan portfolio. Build a wide client network and timely initiate prospects and assess opportunities/needs for an assigned portfolio of corporate...

  • Vice President, Family Office Advisory

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia GatedTalent - Connecting Top Executive Search Firms And Executives Full time

    A recruiter is seeking a Vice President, Family Office AdvisoryKey Responsibilities:The role of the Head,Family Office Distribution & Wealth Advisory is: –To drive and achieve sales, revenue and AUM (Asset under Management) targets for Family Office.To plan and implement Family Office Sales and Distribution strategies for Nationwide sales team.To lead and...

  • Snr Analyst

    1 week ago

    Kuala Lumpur, Malaysia Jobs2Grab Full time

    **_JOB SCOPE_** **_ Role : Snr Analyst, Group Applications_** At AIA weve started an exciting movement to create a healthier, more sustainable future for everyone. As pioneering innovators for over 100 years, were now transforming our organisation to be faster, simpler and more connected. Because we want to be even better equipped to develop digital...

  • Deposit Rship Mgr

    2 months ago

    Kuala Lumpur, Malaysia RHB Banking Group Full time

    Working Hour - Regular Hours - Monday - Friday- Business Area - Community Banking- Location - Malaysia - Kuala Lumpur- Description **Primary Objective**: To maintain close relationship with existing customers in order to increase wallet share of customers and to maximize business opportunities Provide sound advisory on wealth management and financial...

  • Deposit Rship Mgr

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia RHB Banking Group Full time

    Working Hour Regular Hours Monday Friday Business Area Community Banking Location Malaysia Kuala Lumpur DescriptionPrimary Objective:To maintain close relationship with existing customers in order to increase wallet share of customers and to maximize business opportunitiesProvide sound advisory on wealth management and financial planningManage customer...

  • Family Office

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia LUXASIA Full time

    LUXASIA is the leading beauty omnichannel distribution platform of Asia Pacific that has successfully enabled brand growth for more than 100 luxury beauty brands. Our integrated brand-building capabilities include luxury retail, online commerce, consumer marketing, and supply chain management. Since 1986, the company has partnered the world's finest brands,...

  • Snr Analyst

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Jobs2Grab Full time

    _JOB SCOPE__ Role : Snr Analyst, Group Applications_At AIA weve started an exciting movement to create a healthier, more sustainable future for everyone.As pioneering innovators for over 100 years, were now transforming our organisation to be faster, simpler and more connected. Because we want to be even better equipped to develop digital solutions and...

  • Contract Officer, Compliance Analyst

    3 weeks ago

    Kuala Lumpur, Malaysia United Overseas Bank (Malaysia) Bhd Full time

    **About UOB**: United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and...

  • Snr Credit Mgr

    4 weeks ago

    Kuala Lumpur, Malaysia RHB Banking Group Full time

    Working Hour - Regular Hours - Monday - Friday- Business Area - Risk & Credit Management- Location - Malaysia - Kuala Lumpur- Description **Primary Objective**: Safeguard quality of the Group’s loan assets to prevent financial losses/impairment as well as improve P&L through proactive management of high-risk/distressed accounts identified as Watchlist...

  • Acc Rship Mgr

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia RHB Banking Group Full time

    Working Hour Regular Hours Monday Friday Business Area Location Malaysia Kuala Lumpur DescriptionPrimary Objective:To manage/grow the assigned Islamic commercial portfolio and solicit new assets, liabilities and transaction banking businesses, managing the overall account profitability, asset quality and collaboration across business groups.Key...

  • Private Relationship Manager

    2 months ago

    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...