Elite Wealth Relationship Manager

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

Job summary

A leading banking and financial services organization is seeking a Premier Relationship Manager in Kuala Selangor, Malaysia. The ideal candidate will manage high-value customers and work to retain and grow their portfolios. Strong sales orientation, communication skills, and a minimum of five years' experience in financial services are key requirements. This role offers the opportunity to work in a diverse and inclusive environment with a focus on professional development and financial services across a dynamic portfolio.

Qualifications

• Minimum of five years in financial services or retail sales experience.
• Evidence of strong sales results in insurance and investment products.
• Strong technical skills in wealth management.

Responsibilities

• Manage a portfolio of Premier customers and ensure their financial needs are met.
• Acquire and retain high-value clients by cross-selling services.
• Review customer portfolios and identify opportunities for additional services.

Skills

Sales orientation

Client focus

Relationship management

Networking

Portfolio management

Education

Tertiary Diploma/Degree

Tools

Client relationship management system

Job description

A leading banking and financial services organization is seeking a Premier Relationship Manager in Kuala Selangor, Malaysia. The ideal candidate will manage high-value customers and work to retain and grow their portfolios. Strong sales orientation, communication skills, and a minimum of five years' experience in financial services are key requirements. This role offers the opportunity to work in a diverse and inclusive environment with a focus on professional development and financial services across a dynamic portfolio.