Senior Relationship Manager, Ultra High Net Worth (UHNW)

RHB Asset Management Sdn Bhd; Malaysia; On-site; MYR 260,000 - 380,000; Full time

Job summary

RHB Asset Management Sdn Bhd in Malaysia seeks an experienced Senior Relationship Manager, UHNW, to manage and grow relationships with Ultra High Net Worth families. You will act as their trusted advisor, delivering customized wealth solutions across investment management, estate planning, trust services, and intergenerational wealth transfer.

The role involves conducting needs analyses, partnering with internal specialists, presenting complex concepts clearly, and mentoring junior managers

Qualifications

• 8–10 years of experience in Private Banking, Wealth Management, Family Office, or UHNW client relationship management.
• Proven track record in acquiring, managing, and growing UHNW client relationships and assets under management.
• Strong knowledge of investment products, portfolio management, estate planning, trust structures, and wealth preservation strategies.
• Excellent interpersonal, relationship management, and business development skills.
• Strong analytical and financial advisory capabilities, with the ability to understand and address sophisticated client needs.

Responsibilities

• Develop and maintain strong, trusted relationships with UHNW families, serving as their primary point of contact for all financial matters.
• Conduct comprehensive financial needs analyses, including investment objectives, risk tolerance, estate planning, philanthropic goals, and intergenerational wealth transfer strategies.
• Formulate and implement customized wealth management solutions by partnering with internal specialists across investment, trust, tax, and advisory functions.
• Present and communicate complex financial concepts, investment opportunities, and wealth solutions clearly and effectively to clients.
• Monitor client portfolios, deliver regular performance reviews, and proactively recommend strategic adjustments aligned with market developments and client objectives.
• Identify and pursue new business opportunities within the UHNW segment to expand the Family Office client base and deepen existing relationships.
• Ensure adherence to all regulatory requirements, internal policies, and compliance standards.
• Keep abreast of market trends, industry developments, and emerging wealth management products and services to provide clients with relevant insights.
• Mentor junior relationship managers and contribute to the growth, development, and overall success of the Family Office division.]
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Skills

Relationship management

Business development

Financial analysis

Communication skills

Presentation skills

Discretion

Education

Bachelor's Degree in Finance/Banking/Business Administration/Economics/Accounting

CFP or CFA certification

Job description

We are seeking an experienced and highly driven Senior Relationship Manager, Ultra High Net Worth (UHNW) to join our RHB Asset Management. In this role, you will be responsible for managing and growing relationships with Ultra High Net Worth families, serving as their trusted advisor across a broad spectrum of wealth management needs to deliver customized wealth solutions, including investment management, estate planning, trust services, wealth preservation strategies, and intergenerational wealth transfer. The ideal candidate is a relationship-oriented professional with strong business development capabilities, sound financial acumen, and a passion for delivering exceptional client experiences.

What you will be doing

• Develop and maintain strong, trusted relationships with UHNW families, serving as their primary point of contact for all financial matters
• Conduct comprehensive financial needs analyses, including investment objectives, risk tolerance, estate planning, philanthropic goals, and intergenerational wealth transfer strategies
• Formulate and implement customized wealth management solutions by partnering with internal specialists across investment, trust, tax, and advisory functions
• Present and communicate complex financial concepts, investment opportunities, and wealth solutions clearly and effectively to clients
• Monitor client portfolios, deliver regular performance reviews, and proactively recommend strategic adjustments aligned with market developments and client objectives
• Identify and pursue new business opportunities within the UHNW segment to expand the Family Office client base and deepen existing relationships
• Ensure adherence to all regulatory requirements, internal policies, and compliance standards
• Keep abreast of market trends, industry developments, and emerging wealth management products and services to provide clients with relevant insights
• Mentor junior relationship managers and contribute to the growth, development, and overall success of the Family Office division

What we're looking for

• Bachelor's Degree in Finance, Banking, Business Administration, Economics, Accounting, or a related discipline
• Minimum 8-10 years of experience in Private Banking, Wealth Management, Family Office, or UHNW client relationship management
• Demonstrated track record in acquiring, managing, and growing UHNW client relationships and assets under management
• Strong knowledge of investment products, portfolio management, estate planning, trust structures, and wealth preservation strategies
• Excellent interpersonal, relationship management, and business development skills
• Strong analytical and financial advisory capabilities, with the ability to understand and address sophisticated client needs
• Exceptional presentation and communication skills, with the ability to simplify complex financial concepts
• High level of professionalism, integrity, and discretion when handling confidential client matters
• Relevant professional qualifications such as CFP, CFA, or equivalent certifications will be an added advantage

What we offer

At RHB Banking Group, we are committed to fostering a collaborative and inclusive work environment that empowers our employees to reach their full potential.

• We offer competitive remuneration, comprehensive benefits, and ample opportunities for professional development and career growth.

A mantra for our clients, customers, partners and every member of the RHB family. Yes, you.

Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution.

Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home.

As we grow towards realising our aspirations, we promise a workplace built on the five pillars – RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.