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.

1. To manage client experience and expectation i.e. clients’ wealth and no major complaint lead to financial loses and litigation
2. To assists in business process review and develop processes to build the business, help close gaps among various stakeholders
3. To comply all the Rules & Regulations and Code of Conduct guidelines issued by BNM, Securities Commission and Bursa Malaysia

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

1. 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

1. 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

1. 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

1. 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.