Global Premier Wealth Advisor

HSBC; Malacca City; On-site; MYR 120,000 - 180,000; Full time

Job summary

A leading financial institution is seeking a Premier Relationship Director in Malacca City. This role involves managing the relationship with the bank's top-tier clients, requiring strong financial planning skills, a minimum of 8 years of financial services experience, and an ability to deliver personalized financial advice. The successful candidate will be pivotal in acquiring and developing client relationships while adhering to compliance standards. Prioritization will be given to candidates with local work rights.

Qualifications

• Minimum of 8 years in financial services, with at least 3 years as a Relationship Manager.
• Proven client recommendation and sales results in wealth products.
• Strong client focus and ability to develop long-term partnerships.

Responsibilities

• Manage relationships with Top Tier Premier clients.
• Acquire, develop and retain high-value client relationships.
• Deliver needs-based financial advice.

Skills

Client relationship management

Financial planning expertise

Sales skills

Communication

Understanding of macroeconomics

Regulatory knowledge

Education

Bachelor's degree or equivalent experience

CFA or CFP preferred

Job description

A leading financial institution is seeking a Premier Relationship Director in Malacca City. This role involves managing the relationship with the bank's top-tier clients, requiring strong financial planning skills, a minimum of 8 years of financial services experience, and an ability to deliver personalized financial advice. The successful candidate will be pivotal in acquiring and developing client relationships while adhering to compliance standards. Prioritization will be given to candidates with local work rights.