Snr Rship Mgr, Family Offi

RHB Banking Group; Malaysia; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial services provider in Malaysia is seeking a highly skilled Senior Relationship Manager for their Family Office team. This role involves achieving sales targets and developing relationships with Ultra High Net Worth clients by providing tailored financial and personal solutions. Ideal candidates will have 5-7 years in a similar role, relevant experience in Private Wealth, and strong interpersonal skills. Join a team committed to delivering quality service and compliance within a leading banking institution.

Qualifications

• 5-7 years of experience as a Private Banker or Relationship Manager.
• Experience in Private Wealth and Family Office is essential.
• Strong connections in the Ultra High Net Worth space.

Responsibilities

• Support the Relationship Director in delivering services to UHNW clients.
• Manage client relationships ensuring their wealth is well-managed.
• Contribute to enhancing client experience and streamlining operations.
• Collaborate to improve service offerings in the Family Office.
• Ensure compliance with relevant regulations.

Skills

Client-focused

Sales and service skills

Presentation skills

Interpersonal skills

Communication skills

Job description

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.

Responsibilities

• 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

Qualifications

• 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
• Possess strong sales and service skills

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.