Job Description

Description

Primary Objective:

The primary role of the Relationship Director is to achieve the sales target set by Regional Head, Family Office.

The Relationship Director is expected to establish and develop relationships by providing a high level of bespoke services and solutions of the Ultra High Net Worth clients\' Financial, Investment and Personal needs.

The Relationship Director is to provide solutions and supports to ensure smooth running of the entire end-to-end business activities of Family Office. * To manage client experience and expectation i.e. clients\xe2\x80\x99 wealth and no major complaint lead to financial loses and litigation

• To assists in business process review and develop processes to build the business, help close gaps among various stakeholders
• To comply all the Rules & Regulations and Code of Conduct guidelines issued by BNM, Securities Commission and Bursa Malaysia

Key Responsibilities:

• Business Plan:

Action \xe2\x80\x93 To set clear and achievable action plans for both the onboarding of new clienteles and sales revenue & AUM

Object \xe2\x80\x93 To work closely with Regional Head on prospecting and networking ideas to generate business opportunities

Results \xe2\x80\x93 To onboard minimum of 30 new clients for Family Office

• AUM and Revenue:

Action \xe2\x80\x93 To work collaboratively with CIOs and all other product owners and generate investment portfolio that are aligned to all the clientele needs

Object \xe2\x80\x93 To be able to execute the investment strategies and proactively review and manage the investment portfolios

Results \xe2\x80\x93 To generate minimum AUM of RM200m and revenue of RM800k

• Client Management

Action \xe2\x80\x93 To manage clients\xe2\x80\x99 wealth holistically and ensuring all their financial needs including financial standing, financial goals and risk tolerance are appropriately aligned

Object \xe2\x80\x93 To handle all clients\xe2\x80\x99 requirements professionally and in a timely manner in line with RHB Family Office service standards

Results \xe2\x80\x93 Maximize the business growth and share of wallet from the client

• Business Development

Action \xe2\x80\x93 To assists in the implementation of new processes and projects

Object \xe2\x80\x93 To liaise with Stakeholders from respective units to co-ordinate and closely manage the end to end workflow and processes;

Results \xe2\x80\x93 Overall success of the business and smooth operational flows

• Integrity & Credibility

Action \xe2\x80\x93 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 \xe2\x80\x93 To complete all the training and licensing requirements to be able to sell and conduct business under RHBAM

Results \xe2\x80\x93 Establish credibility and highest standards of personal and professional integrity within the business and with clientele. Zero tolerance on non-compliance.

Requirements

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

Benefits

Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards

RHB Bank