Global Premier Wealth Advisor

HSBC; Kuala Lumpur; On-site; MYR 120,000 - 150,000; Full time

Job summary

A leading financial institution in Kuala Lumpur is seeking an experienced Premier Relationship Director to manage relationships with high-net-worth clients. The role requires over 8 years in financial services and at least 3 years as a Relationship Manager, emphasizing strong client recommendation and sales results in wealth products. Candidates should exhibit expert knowledge in financial planning and possess a Bachelor's degree. This is an opportunity to excel in wealth management within a prestigious organization.

Qualifications

• 8+ years in financial services, with at least 3 years in relationship management.
• Proven sales success in wealth products.
• Expert knowledge of financial planning and wealth management.

Responsibilities

• Manage HSBC relationships with high-value clients.
• Acquire and develop relationships with Top Tier Premier clients.
• Meet compliance requirements and ensure effective portfolio performance.

Skills

Client relationship management

Financial planning

Sales skills

Macro/microeconomic knowledge

Communication skills

Education

Bachelor's degree

Job description

A leading financial institution in Kuala Lumpur is seeking an experienced Premier Relationship Director to manage relationships with high-net-worth clients. The role requires over 8 years in financial services and at least 3 years as a Relationship Manager, emphasizing strong client recommendation and sales results in wealth products. Candidates should exhibit expert knowledge in financial planning and possess a Bachelor's degree. This is an opportunity to excel in wealth management within a prestigious organization.