Elite Premier Wealth Relationship Banker

HSBC; Selangor; On-site; MYR 60,000 - 120,000; Full time

Job summary

HSBC Bank Malaysia Berhad invites applications for a Premier Relationship Banker in International Wealth and Premier Banking. You will manage, grow and deepen premier client relationships, delivering holistic financial planning and wealth solutions to high net worth clients.

The role requires strong sales experience, licenses in wealth and investment products, and proven ability to influence, network and manage a client portfolio.

Qualifications

• Candidate with experience in relationship Management of High Net Worth clients are preferred.
• A recognized tertiary Diploma / Degree qualification;
• Relevant licence in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, IPPC is required
• Evidence of strong sales track record in insurance and investment products
• Sales oriented, driven to produce results.
• Highly skilled in influencing, networking and portfolio management skills

Responsibilities

• Manage, acquire, grow and deepen Premier customers’ relationships through effective relationship management.
• Drive revenue and AUM growth expectations through holistic financial planning,
• Ensure a high level of sales and services of HSBC retail products based on needs based selling
• Refer mortgage business to Mortgage Arranger (MA)
• Ensure best practice on wealth sales is being referred to peers and others
• Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times

Skills

Relationship management

Sales skills

Networking

Portfolio management

Education

Diploma or Degree qualification

Tools

PCE

TBE

CEILLI

FIMM

IPPC

Job description

HSBC Bank Malaysia Berhad invites applications for a Premier Relationship Banker in International Wealth and Premier Banking. You will manage, grow and deepen premier client relationships, delivering holistic financial planning and wealth solutions to high net worth clients.

The role requires strong sales experience, licenses in wealth and investment products, and proven ability to influence, network and manage a client portfolio.