Head, Private Client

RHB Group; Kuala Lumpur; On-site; MYR 150,000 - 190,000; Full time

Job summary

RHB Banking Group in Malaysia seeks a Senior Private Client Director to lead a team of PCDs, driving revenue and ensuring superior client service within the private banking segment. You will align strategic plans with Private Channel objectives and coach staff to meet targets.

You will oversee client engagement, CRM optimization, and compliance with regulatory requirements while strengthening market presence in Kuala Lumpur and surrounding areas.

Qualifications

• Formal Education: Degree in banking and finance, accounting or business administration.
• Strong leadership and team-management capabilities.
• Excellent customer service and relationship-building skills.

Responsibilities

• Revenue: Lead Private Client Directors to drive revenue growth and align plans with Private Channel strategies.
• Service: Deliver high-level, consistent service and quality standards to Private customers.
• People: Recruit, develop and retain staff; build competencies and sales/service capabilities.
• Compliance: Ensure adherence to regulatory requirements and internal controls across the team.

Education

Degree in banking and finance, accounting or business administration

Job description

PRIMARY OBJECTIVE

• Effectively and efficiently manages a team of Private Client Directors (PCD) in delivering revenue, client growth and service quality
• Strategic planning and execute all Private business initiatives, organize/plan Private sales activities to generate sales volume and ensuring the Bank’s Private platform has a strong presence in the local market
• Ensure all PCD engage all Private customers assigned frequently according to minimum engagement frequency set.
• Deliver excellent customer experience to maintain good rapport and loyalty with all customers
• Managing PCD portfolio and providing day-to-day coaching and book oversight

KEY RESPONSIBILITIES

Revenue

• Lead business development activities and ensure alignment of business strategy /plans with Private Channel’s strategies.
• To plan & execute the clients’ marketing events/activities on monthly to drive sales
• Efficiently and effectively manage the Branch resources by collaborating with BM, branch sales personnel and Affluent & Wealth Regional Sales Heads to drive and expand Private customer base, retention and satisfaction
• Manage the Private Sales team to achieve assigned revenue targets
• Optimize CRM and campaign leads to deliver sales results and increase staff productivity
• Practice usage of sales methodology and Financial Journeys to achieve targets

Service

• Deliver high-level, consistent service and quality standards to all our Private Customers

People

• Build and develop staff competencies and sales & service qualities
• Responsible for recruitment and staff retention

Compliance

• Ensure team adheres to all related regulatory requirements, policies, operational risk, legal and compliance matters including processes and procedures at all times.
• Ensure no operational and control lapses amongst team members

Requirement

• Formal Education: Degree in banking and finance, accounting or business administration
• Professional Accreditation:
• Professional Banking Certificate
• Preferred level of Experience (by years/function/industry):
• Minimum 5 years of experience in any FIs with relevant experience in branch banking/Premier Centres with exposure in sales, service & operational aspects
• Experience in people management, team sales performance and provide high service standard
• Have the relevant licenses for the portfolio
• Good knowledge and exposure in wealth sales and products and local retail market landscape
• Strong leadership and excellent customer service, interpersonal & relationship building skills
• Good understanding of Group’s strategy objective and retail business model

Unlock job insights

Hirer responsiveness Salary match Number of applicants

Banking & Credit More than 10,000 employees

RHB Banking Group is a leading regional financial services provider headquartered and listed in Malaysia. Established in 1913, we offer comprehensive banking solutions across retail, business, corporate, and Islamic banking. With a strong presence in Malaysia and nine ASEAN countries, we are committed to delivering simple, fast, and seamless experiences. Guided by our brand promise, "Together We Progress," we continue building a sustainable and inclusive future with our customers and stakeholders.

RHB Banking Group is a leading regional financial services provider headquartered and listed in Malaysia. Established in 1913, we offer comprehensive banking solutions across retail, business, corporate, and Islamic banking. With a strong presence in Malaysia and nine ASEAN countries, we are committed to delivering simple, fast, and seamless experiences. Guided by our brand promise, "Together We Progress," we continue building a sustainable and inclusive future with our customers and stakeholders.

Researching careers? Find all the information and tips you need on career advice.