Elite Wealth Relationship Advisor

HSBC; Subang Jaya; On-site; MYR 36,000 - 48,000; Full time

Job summary

A leading financial institution in Subang Jaya is seeking a Premier Relationship Officer to support relationship managers and assist with client services. The role involves managing sales tasks, responding to customer inquiries, and conducting client follow-ups. Ideal candidates will have 1 to 3 years of experience in customer engagement and wealth management. This dynamic position offers opportunities to grow in a collaborative environment and focuses on delivering outstanding client service.

Qualifications

• Minimum 1 to 3 years working experience in a related field.

Responsibilities

• Organize and complete/check all sales application forms for submission.
• Assist RM in replying to customer’s mails and banking transaction requests.
• Handle/investigate customer complaints or follow-up work.
• Assist in diary appointment management and lead generation.

Skills

Customer engagement

Basic planning and organizing

Appointment making skills

Wealth Management and proposition

Job description

A leading financial institution in Subang Jaya is seeking a Premier Relationship Officer to support relationship managers and assist with client services. The role involves managing sales tasks, responding to customer inquiries, and conducting client follow-ups. Ideal candidates will have 1 to 3 years of experience in customer engagement and wealth management. This dynamic position offers opportunities to grow in a collaborative environment and focuses on delivering outstanding client service.