Senior Relationship Manager, Family Office – RHB Bank
Role Summary
The Senior Relationship Manager, Family Office is responsible for managing and nurturing relationships with Ultra High Net Worth clients. This role plays a critical part in achieving sales targets while delivering customized financial and investment solutions to meet complex client needs.
Job Description
In this role, you will engage with clients daily, providing personalized service and financial advice in a dynamic banking environment. You will collaborate with a dedicated team to ensure the highest level of client satisfaction and retention.
Key Responsibilities:
- Develop and maintain strong relationships with Ultra High Net Worth clients.
- Achieve sales targets through effective client engagement and service.
- Deliver tailored financial and investment solutions to meet client needs.
- Collaborate with internal teams to provide comprehensive service.
- Conduct regular reviews of client portfolios and financial plans.
- Identify new business opportunities within the UHNW segment.
- Provide exceptional client service and support to enhance client satisfaction.
Job Requirements
At least 5–7 years of experience in a Private Banker or Relationship Manager role.
Relevant experience in Private Wealth and Family Office environments.
Well-connected within the UHNW segment.
Excellent presentation, interpersonal, and written/verbal communication skills.
Strong people management capabilities.
Proven sales acumen with strong client service orientation.
Quick Info
Company
RHB Bank
Location
Kuala Lumpur
Salary
—
Skills Required
7 skills
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Required Skills
Client Relationship Management
Sales Strategy
Financial Analysis
Investment Solutions
Communication
Interpersonal Skills
Presentation Skills
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