Snr Rship Mgr, Family Office

3 days 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

    3 days 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...

  • Snr Rship Mgr, Cbbc

    1 week 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**: - Maintain and deepen relationships with Middle Market customers at the CEO level - Actively drive primary sales **Key Responsibilities**: - Maintain and deepen relationships with core portfolio of ~30 MM...

  • Snr Analyst

    3 days 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

    1 week 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...

  • Rship Mgr, Cbbc

    2 weeks 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**: Acquire new to Premier (NTP) customer to achieve sales/revenue/AUM targets assigned by the Bank and contribute towards the overall Premier Banking targets To promote and professionally sell a range of...

  • Rship Mgr, Cbbc

    1 week ago

    Kuala Lumpur, Malaysia RHB Banking Group Full time

    Working Hour Regular Hours Monday - Friday Business Area Retail Banking Location Malaysia - Kuala Lumpur Description **Primary Objective**: Acquire new to Premier (NTP) customer to achieve sales/revenue/AUM targets assigned by the Bank and contribute towards the overall Premier Banking targets - To promote and professionally sell a range of wealth,...

  • Snr Credit Mgr

    1 week 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**: Manage renewal position of portfolio to ensure zero overdue reviews every quarter end e.g. Mar, Jun, Sep, Dec. Part of the Roving Team for credit underwriting at regional offices **Key...

  • 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**: - Manage the business development plan for assigned Corporate Loan Portfolio to maximise risk adjusted returns and ensure appropriate service level to drive customer satisfaction and loyalty while...

  • Snr Credit Mgr

    1 day 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**: **Key Responsibilities**: Evaluation - Screen customer background, track records and behavior patterns to ensure credit quality stands up to approving authority’s expectations. - Be conversant with...

  • Snr Credit Mgr

    2 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**: To ensure turnaround time in credit evaluation/assessment is observed. To manage renewal position of portfolio to ensure zero overdue reviews every quarter end e.g. Mar, Jun, Sep, Dec. **Key...