Snr Rship Mgr, Family Offi

About the Role

We are looking for a highly skilled and client-focused Senior Relationship Manager to join our Family Office team. In this role, you will play a key part in helping achieve the sales targets set by the Regional Head, Family Office, while developing and maintaining relationships with Ultra High Net Worth (UHNW) clients. You will be responsible for providing tailored financial, investment, and personal solutions to meet the complex needs of these clients.

What you will be doing

• Supporting the Relationship Director in the delivery of bespoke services and solutions to UHNW clients

• Assisting in the management of client relationships, ensuring their wealth is well-managed and that there are no major complaints leading to financial losses or litigation

• Contributing to the development and execution of business processes to enhance client experience and streamline operations

• Collaborating with various stakeholders to address gaps and improve service offerings within the Family Office business

• Ensuring compliance with all relevant regulations, including those set by BNM, the Securities Commission, and Bursa Malaysia

What we're looking for

• 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