Relationship Manager Wealth Management
- Role type: On-site
POC
Standard Chartered is a leading international banking group with a deep-rooted heritage in Malaysia. We are currently executing a multi-year global transformation, underpinned by a USD $1.5 billion investment into our Affluent banking segment, aimed at redefining the future of wealth management. Our mission is to deliver world-class advisory through a powerful combination of global expertise, our market-leading "myWealth" digital platform, and a commitment to sustainable, client-centric growth. We empower our teams with a robust support ecosystem, providing the tools and insights necessary to navigate complex global markets.
Job Description
- **Location**: Malaysia (Kuala Lumpur, Penang, Johor, Kota Kinabalu, or Kuching)
- **Company Overview**:
- Standard Chartered is a leading international banking group with a deep-rooted heritage in Malaysia. We are currently executing a multi-year global transformation, underpinned by a USD $1.5 billion investment into our Affluent banking segment, aimed at redefining the future of wealth management.
- Our mission is to deliver world-class advisory through a powerful combination of global expertise, our market-leading "myWealth" digital platform, and a commitment to sustainable, client-centric growth. We empower our teams with a robust support ecosystem, providing the tools and insights necessary to navigate complex global markets.
- **Role Overview**:
- We are seeking high-performing Relationship Managers to join our Priority Banking division during this phase of strategic expansion. This is an acquisition-focused role designed for "hunters" who excel at identifying new opportunities and migrating sophisticated client portfolios.
- You will act as a primary advisor to affluent individuals, leveraging our global Chief Investment Office (CIO) insights to build resilient, growth-oriented portfolios while delivering a superior banking experience.
- **Key Responsibilities**:
- **Drive Portfolio Growth & Acquisition:** Lead the migration and development of a portable book of high-net-worth relationships, consistently identifying and securing net-new assets from the market.
- **Deliver Strategic Wealth Advisory:** Act as a trusted advisor, utilizing the "myWealth" platform and CIO-led narratives to provide tailored investment strategies across Mutual Funds, Structured Investments, and Bancassurance.
- **Deepen Relationship Penetration:** Move beyond asset gathering to drive active product advisory, ensuring clients have access to a full suite of wealth solutions including universal life and structured products.
- **Collaborate with Specialists:** Partner effectively with a dedicated layer of Investment, Insurance, and Treasury specialists to deliver comprehensive, multi-asset solutions for complex client needs.
- **Optimize Client Engagement:** Leverage a dedicated Assistant Relationship Manager support layer to manage operational onboarding and administrative tasks, allowing you to focus on high-value client advisory and business development.
- **Requirements**:
- **Minimum/Core Requirements:**
- Fully licensed under Malaysian regulatory requirements (including PCE, CEILI, FIMM, TBE, and IPPC).
- Demonstrated experience in Priority or Private Banking, with a proven track record of managing and migrating a significant portable client portfolio.
- Strong "hunter" mindset with a history of achieving high-velocity revenue targets and net-new money acquisition.
- Technical proficiency in wealth management products, particularly structured investments and insurance solutions.
- Exceptional communication and stakeholder management skills, with the ability to navigate the needs of sophisticated affluent clients.
- A collaborative, team-oriented approach with a high degree of personal initiative and drive.
- **Preferred/Bonus Requirements:**
- Proficiency in Business Mandarin or Cantonese is required to effectively serve and communicate with our Mandarin and Cantonese-speaking client segments and regional demographics.
- Prior experience within a global or regional financial institution.
- **Why you should be interested**:
- **A Dedicated Support Ecosystem:** Focus on what you do best. With a dedicated Assistant RM layer and specialized product support, you are free to focus on advisory and growth.
- **Leading-Edge Technology:** Empower your clients with "myWealth," providing them with sophisticated, real-time portfolio tracking and asset allocation capabilities.
- **Strategic Global Brand:** Join a bank that is aggressively investing in its people and its platform, offering the prestige of a global brand with the resources to win.
- **Performance-Driven Growth:** Thrive in an environment that recognizes and rewards high performance, offering clear career trajectories within a global wealth management framework.
- Ready to elevate your career in wealth management? We invite you to explore this opportunity with us.
Updated at 2026-08-31T23:13:00.537+08:00