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Elite Premier Wealth Relationship Manager

HSBC

Kuala Lumpur

On-site

MYR 60,000 - 90,000

Full time

3 days ago
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Job summary

A leading bank is seeking a Premier Relationship Manager in Kuala Lumpur to manage high-value clients, enhance portfolio growth, and ensure exceptional service quality. The ideal candidate will have a tertiary qualification, at least five years in financial services or retail sales, and strong relationship management skills. A strong sales orientation and knowledge of wealth management are essential. This role offers the opportunity to work with affluent clients and contribute to their financial goals in a reputable institution.

Benefits

Continuous professional development
Flexible working opportunities
Inclusive and diverse environment

Qualifications

  • Minimum of five years of proven experience in financial services or retail sales.
  • Evidence of strong sales results in insurance and investment products.
  • Relationship management experience with high net worth clients.
  • Strong technical skills in wealth management.
  • Knowledge of financial services products and the client relationship management system.

Responsibilities

  • Manage a portfolio of Premier customers focusing on customer retention and acquisition.
  • Identify cross-selling opportunities within the portfolio.
  • Ensure compliance with service quality standards and Group regulations.
  • Maximize growth in portfolio and achieve business objectives.

Skills

Strong communication
Client focus
Sales orientation
Networking
Portfolio management

Education

Tertiary Diploma/Degree
Job description
A leading bank is seeking a Premier Relationship Manager in Kuala Lumpur to manage high-value clients, enhance portfolio growth, and ensure exceptional service quality. The ideal candidate will have a tertiary qualification, at least five years in financial services or retail sales, and strong relationship management skills. A strong sales orientation and knowledge of wealth management are essential. This role offers the opportunity to work with affluent clients and contribute to their financial goals in a reputable institution.
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