Job Description

Key Responsibilities: 1. Business Plan: Action - To set clear and achievable action plans for both the onboarding of new clienteles and sales revenue & AUM Object - To work closely with Regional Head on prospecting and networking ideas to generate business opportunities Results - To onboard minimum of 30 new clients for Family Office 2. AUM and Revenue: Action - To work collaboratively with CIOs and all other product owners and generate investment portfolio that are aligned to all the clientele needs Object - To be able to execute the investment strategies and proactively review and manage the investment portfolios Results - To generate minimum AUM of RM200m and revenue of RM800k 3. Client Management Action - To manage clients\' wealth holistically and ensuring all their financial needs including financial standing, financial goals and risk tolerance are appropriately aligned Object - To handle all clients\' requirements professionally and in a timely manner in line with RHB Family Office service standards Results - Maximize the business growth and share of wallet from the client 4. Business Development Action - To assists in the implementation of new processes and projects Object - To liaise with Stakeholders from respective units to co-ordinate and closely manage the end to end workflow and processes; Results - Overall success of the business and smooth operational flows 5. Integrity & Credibility Action - To comply with our Policies & Procedures, Code of Conduct and all regulations/Notices/Guidelines issued by Bank Negara Malaysia, Securities Commission of Malaysia and Bursa Malaysia Object - To complete all the training and licensing requirements to be able to sell and conduct business under RHBAM Results - Establish credibility and highest standards of personal and professional integrity within the business and with clientele. Zero tolerance on non-compliance. Requirements: Bachelor Degree - Business, Marketing or any related field. 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

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