Elite Premier Wealth Relationship Manager

HSBC; Kuantan; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading banking organization in Malaysia is seeking a Premier Relationship Manager to manage and grow a portfolio of high-value customers. This role requires at least five years of experience in financial services or retail sales, strong sales results, and relationship management skills. The ideal candidate will have a recognized Diploma or Degree and licenses such as Certified Financial Planner (CFP). This position offers a dynamic environment focused on delivering exceptional financial services to elite customers.

Benefits

Professional development opportunities

Inclusive work culture

Flexible working conditions

Qualifications

• Minimum of five years of experience in financial services or retail sales.
• Strong results in sales of insurance and investment products.
• Experience managing relationships with high net worth clients.
• Strong communication skills in English and local languages.
• Knowledge of business banking client segments.

Responsibilities

• Manage a portfolio of Premier customers to ensure their financial needs are met.
• Acquire and retain high-value customers, enhancing customer loyalty.
• Collaborate with teams to achieve business performance goals.
• Identify cross-selling opportunities and ensure service quality.
• Maximize growth of the portfolio while adhering to Group standards.

Skills

Sales orientation

Client focus

Networking skills

Portfolio management

Technical skills in wealth management

Education

Recognized tertiary Diploma / Degree

Tools

Client relationship management system

Job description

A leading banking organization in Malaysia is seeking a Premier Relationship Manager to manage and grow a portfolio of high-value customers. This role requires at least five years of experience in financial services or retail sales, strong sales results, and relationship management skills. The ideal candidate will have a recognized Diploma or Degree and licenses such as Certified Financial Planner (CFP). This position offers a dynamic environment focused on delivering exceptional financial services to elite customers.