Elite Wealth Relationship Manager | Flexible Working

HSBC; Johor Bahru; Presencial; MYR 70.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible working

Inclusive environment

Career development

Descripción de la vacante

HSBC is seeking an experienced Premier Relationship Manager in Johor Bahru to oversee a portfolio of high-value clients, delivering wealth management guidance and bespoke financial planning. You will upgrade customers to Premier status, cross-sell products, and partner with branch and direct teams to achieve business targets.

The role requires strong relationship skills, industry licenses, and a track record in wealth management within retail banking. Immediate local work is favored.

Formación

• Recognized tertiary Diploma / Degree.
• Minimum of five years proven financial services/retail sales experience.
• Evidence of strong sales results in insurance and investment products.
• Relationship management experience with high net worth clients.
• Strong technical skills in wealth management.
• Strong communication, client focus and influencing skills.
• Understanding of business banking client segment and products.
• Licenses: CFP, PCE, Unit Trust, MTA, IPPC.

Responsabilidades

• Manage a portfolio of Premier customers with high value assets.
• Acquire and upgrade customers to Premier; cross-sell and retain.
• Review portfolios to identify current and future financial needs.
• Identify cross-selling opportunities and drive customer loyalty.
• Collaborate with branch and direct teams to meet IWPB metrics.
• Ensure service quality and adhere to TARGET operating model (TOM).
• Drive growth and act as trusted adviser to Premier clients.

Conocimientos

Relationship management

Wealth management

Sales excellence

Communication skills

Networking

Portfolio management

Educación

Diploma / Degree

CFP License

PCE License

Unit Trust License

MTA License

IPPC Certification

Herramientas

CRM software

Descripción del empleo

HSBC is seeking an experienced Premier Relationship Manager in Johor Bahru to oversee a portfolio of high-value clients, delivering wealth management guidance and bespoke financial planning. You will upgrade customers to Premier status, cross-sell products, and partner with branch and direct teams to achieve business targets.

The role requires strong relationship skills, industry licenses, and a track record in wealth management within retail banking. Immediate local work is favored.