Senior Client Business Solutions Manager
Rhb banking group
Shah Alam/Subang, MY
3 hari yang lepas
source : GrabJobs

Job DescriptionResponsibilities : Business Plan : Action To set clear and achievable action plans for both the onboarding of new clienteles and sales target setObject To work closely with Regional Head of Family Office on prospecting and networking ideas to generate business opportunitiesResults To onboard new client as set by Regional Head of Family OfficeAUM & Revenue : Action To work collaboratively with CIOs and all other product owners and generate and investment portfolio that are aligned to all the clientele needsObject To be able to execute the investment strategies and proactively review and manage the investment portfoliosResults To generate AUM & Revenue target set by Reginal Head of Family OfficeClient Management : Action To manage clients wealth holistically and ensuring all their financial and Investment needs including financial standing, financial goals and risk tolerance are appropriately alignedObject To handle all clients requirements professionally and in a timely manner in line with RHB Family Office service standardsResults Maximize the business growth and share of wallet from the clientIntegrity & Credibility : Action To comply with Policies & Procedures, Code of Conduct and all regulations / Notices / Guidelines issued by Bank Negara Malaysia, Securities Commission of Malaysia and Bursa MalaysiaObject To complete all the training and licensing requirements to be able to sell and conduct business under RHBAMResults Establish credibility and highest standards of personal and professional integrity within the business and with clientele.

Zero tolerance on non-compliance.Requirements : Recognized degree in Business, Marketing or any related field.Capital Markets Services Representative s Licence (CMSRL) - Module 9 & 10.

At least 5-7 years in a private banker / relationship manager position.Relevant experience in Private Wealth and Family Office.

Excellent presentation, interpersonal and communication (written / verbal) skillsGood people management skills.Possess strong sales and service skills.

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