- Strategic Investment Advisory: Formulate and deliver bespoke, multi-asset class investment strategies and actionable portfolio ideas tailored to the distinct risk-return profiles and liquidity needs of HNW/UHNW clients.
- Corporate Finance & Capital Markets Synergy: Actively screen and evaluate the private corporate entities of UHNW entrepreneurs for potential capital-raising opportunities, including Initial Public Offerings (IPOs) and Debt Capital Markets (DCM) bond issuances. Serve as the strategic conduit to the Investment Banking division, facilitating seamless referrals to support the client's corporate growth objectives.
- High-Touch Client Engagement: Conduct rigorous portfolio reviews, delivering sophisticated macroeconomic insights, tactical asset allocation advice, and ongoing market updates to clients.
- Private Banker Partnership: Collaborate intimately with Private Client Director and as a trusted co-advisor, jointly originating, presenting, and closing complex wealth solutions.
- Asset Acquisition & Deepening: Drive New-to-Bank (NTB) asset acquisition and deepen existing Share of Wallet (SOW) through strategic advisory, identifying unseen client needs, and providing differentiated market perspectives.
- Banca & Insurance Integration: Incorporate premium Bancassurance, Universal Life, and bespoke HNW protection solutions into client portfolios to fortify wealth protection, optimize tax efficiency, and facilitate liquidity structuring.
- Universal Legacy & Fiduciary Coordination: Act as the nexus between the client and fiduciary specialists to structure Universal Legacy, Private Trust, and intergenerational wealth transfer frameworks.
- Family Office Advisory: Advise multi-generational families and UHNW entrepreneurs on Family Office setups, providing guidance on governance frameworks, private market access, and institutional investment solutions.
- Credit & Lending Synergy: Collaborate proactively with Credit and Lending teams to structure customized financing, Lombard lending, and leverage solutions that optimize client capital efficiency and holistic wealth structuring.
- Revenue Generation: Drive sustainable, high-quality revenue contribution across the full spectrum of wealth solutions (equities, fixed income, FX, structured products, alternatives, and protection).
- Advisory Governance & Suitability: Uphold the highest standards of regulatory compliance, risk awareness, and advisory governance, ensuring all recommendations strictly adhere to client suitability and cross-border regulations.
- Capacity Building & Frontline Coaching: Act as an internal subject matter expert, providing continuous training, market coaching, and advisory support to the frontline relationship management teams.
What We Do
We are a multinational regional financial services provider that is committed to deliver complete solutions to our clients through differentiated segment offerings and an ecosystem that supports simple, fast and seamless customer experience, underpinned by cohesive and inspired workforce and relationship built with stakeholders Headquartered and listed in Malaysia, RHB Banking Group is the longest established local bank, formed though the mergers of several banks, the oldest of which was founded in 1913. RHB Banking Group and its subsidiaries provide a full range of services ranging from retail banking, business banking, corporate and investment banking, Islamic banking, transaction banking to treasury, insurance, asset management, private equity and stockbroking services. TOGETHER WE PROGRESS Our strong heritage is the foundation of our commitment to continue serving the community. For over a 100 years, we have been helping people and businesses grow and succeed, and will continue to do so. Our experience gives us an in-depth understanding of the needs of our customers and partners, inspiring us to constantly innovate and improve to serve them better. With their unending support, we have established ourselves with a strong footprint throughout Malaysia and we are now present in 9 other countries across the ASEAN region. We hope our legacy and pursuit for excellence continues as we tirelessly cultivate and nurture the next generation through our actions and words, preparing a brighter future ahead. We thank those who believe in us and welcome everyone to join us on our exciting journey of progress. The time has come for us to move forward in unison, to realise our greater potential together. Our new brand promise "Together We Progress” honours our past, celebrates the present and welcomes the future. We invite you to join us as we work towards a better and brighter future for all.
