Elite Premier Wealth Relationship Manager

HSBC Holdings plc; Sandakan; Presencial; MYR 60.000 - 100.000; Jornada completa

Descripción de la vacante

HSBC Holdings plc is seeking a Premier Relationship Banker within International Wealth and Premier Banking to manage and expand high net worth clientele. You will drive revenue, oversee wealth planning and ensure service excellence across HSBC retail products, aligned with needs-based selling.

You will collaborate with specialists to refer mortgage and wealth opportunities, while maintaining strict adherence to compliance policies and governance.

Formación

• Experience in relationship management of High Net Worth clients preferred.
• Strong sales track record in insurance and investment products.
• Sales oriented and results-driven.
• Skilled in influencing, networking and portfolio management.
• Fluent in English and Bahasa Malaysia; Mandarin/Cantonese an added advantage.

Responsabilidades

• Manage, acquire, grow and deepen Premier customers' relationships.
• Drive revenue and AUM growth through holistic financial planning.
• Ensure high level of sales and services of HSBC retail products based on needs-based selling.
• Refer mortgage business to Mortgage Arranger (MA).
• Refer wealth sales to peers to ensure best practice.
• Ensure compliance with policies, procedures and guidelines.

Educación

Diploma or Degree qualification

Descripción del empleo

HSBC Holdings plc is seeking a Premier Relationship Banker within International Wealth and Premier Banking to manage and expand high net worth clientele. You will drive revenue, oversee wealth planning and ensure service excellence across HSBC retail products, aligned with needs-based selling.

You will collaborate with specialists to refer mortgage and wealth opportunities, while maintaining strict adherence to compliance policies and governance.