What you will be doing

• 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

What we're looking for

• Bachelor's Degree in Finance, Economics, Business Administration, or a related field

• Master's Degree and/or professional certifications such as CFA, CFP, or equivalent will be an added advantage

• Minimum 8-10 years of experience in wealth management, private banking, or family office environments, with significant exposure to UHNW clients

• Proven track record in developing and managing high-value client relationships while consistently achieving business and financial targets

• Strong understanding of investment products, wealth structuring, estate planning, and philanthropic strategies

• Excellent communication, interpersonal, and presentation skills with the ability to engage confidently with sophisticated clientele

• Strong analytical, problem-solving, and financial advisory capabilities with keen attention to detail

• High level of integrity, professionalism, discretion, and client-centric mindset

• Ability to work independently while also thriving in a collaborative team environment

• Proficiency in financial software applications and Microsoft Office Suite

What we offer

At RHB Banking Group, we are committed to fostering a collaborative and inclusive work environment that empowers our employees to reach their full potential. We offer competitive remuneration, comprehensive benefits, and ample opportunities for professional development and career growth. If you're ready to be a part of our transformative journey, we encourage you to apply now.