Elite Wealth Relationship Advisor

HSBC; Kuala Lumpur; On-site; MYR 90,000 - 140,000; Full time

Job summary

HSBC Premier Relationship Banker in Kuala Lumpur focuses on building and growing high-net-worth Premier clients through tailored wealth planning and proactive relationship management. You will work with the International Wealth and Premier Banking team to deliver holistic financial solutions and excellence in service.

The role emphasizes achieving revenue and AUM targets while adhering to product and regulatory guidelines. Fluency in English and Bahasa Malaysia is preferred.

Qualifications

• Experience in relationship management of High Net Worth clients preferred.
• Strong sales track record in insurance and investment products.
• Fluent in English and Bahasa Malaysia; Mandarin/Cantonese advantageous.

Responsibilities

• Manage, acquire, grow and deepen Premier customers’ relationships through effective relationship management.
• Drive revenue and AUM growth through holistic financial planning.
• Ensure compliant sales of HSBC products per policies and guidelines.

Skills

Relationship management

Sales

Networking

Portfolio management

Influencing

Education

Diploma / Degree qualification

Relevant licences: PCE, TBE, CEILLI, FIMM, IPPC

Job description

HSBC Premier Relationship Banker in Kuala Lumpur focuses on building and growing high-net-worth Premier clients through tailored wealth planning and proactive relationship management. You will work with the International Wealth and Premier Banking team to deliver holistic financial solutions and excellence in service.

The role emphasizes achieving revenue and AUM targets while adhering to product and regulatory guidelines. Fluency in English and Bahasa Malaysia is preferred.