Elite Wealth Relationship Manager

HSBC; Malacca City; On-site; MYR 60,000 - 80,000; Full time

Job summary

A major global bank in Malacca is seeking a Premier Relationship Banker to manage and enhance relationships with High Net Worth clients. The ideal candidate will have relevant education and licenses, alongside a proven sales track record in financial products. This role emphasizes effective relationship management and adherence to compliance protocols, offering opportunities within a supportive team environment.

Qualifications

• Experience in relationship management of High Net Worth clients preferred.
• Relevant licenses in marketing wealth and investment products required.
• Strong sales track record in insurance and investment products.

Responsibilities

• Manage and grow Premier customers' relationships.
• Drive revenue growth through financial planning.
• Ensure compliance with policies and procedures.

Skills

Relationship management of High Net Worth clients

Influencing

Networking

Portfolio management

Sales orientation

Education

Tertiary Diploma / Degree qualification

Tools

PCE

TBE

CEILLI

FIMM

IPPC

Job description

A major global bank in Malacca is seeking a Premier Relationship Banker to manage and enhance relationships with High Net Worth clients. The ideal candidate will have relevant education and licenses, alongside a proven sales track record in financial products. This role emphasizes effective relationship management and adherence to compliance protocols, offering opportunities within a supportive team environment.