UHNW Wealth Advisor & Family Office Lead

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

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