Elite Wealth Relationship Manager

HSBC; Kuala Lumpur; On-site; MYR 80,000 - 120,000; Full time

Job summary

A global banking institution is seeking a Premier Relationship Manager in Kuala Lumpur to manage high-value customer portfolios. The ideal candidate will have at least five years of experience in financial services or retail sales, with strong skills in relationship management and sales. Responsibilities include delivering high-quality service and identifying opportunities for growth while adhering to compliance standards. Candidates with local rights to work will be prioritized.

Benefits

Professional development opportunities

Inclusive and diverse work environment

Qualifications

• Minimum of five years experience in financial services or retail sales.
• Strong evidence of sales results in insurance and investment products.
• Strong communication and influencing skills required.

Responsibilities

• Manage highest value customers and build trusted relationships.
• Acquire and cross-sell services to Premier portfolio.
• Identify customer needs and service quality standards.

Skills

Financial planning understanding

Sales orientation

Client focus

Network management

Communication skills

Education

Recognized tertiary Diploma / Degree

Tools

Client relationship management system

Job description

A global banking institution is seeking a Premier Relationship Manager in Kuala Lumpur to manage high-value customer portfolios. The ideal candidate will have at least five years of experience in financial services or retail sales, with strong skills in relationship management and sales. Responsibilities include delivering high-quality service and identifying opportunities for growth while adhering to compliance standards. Candidates with local rights to work will be prioritized.