Global Premier Wealth Relationship Specialist

HSBC; Kuala Lumpur; On-site; MYR 45,000 - 78,000; Full time

Job summary

HSBC Bank Malaysia Berhad invites ambitious individuals to join the International Wealth and Premier Banking (IWPB) team as Premier Relationship Officer in Kuala Lumpur. You will be the main contact for premier clients, handling inquiries, processing applications, and supporting relationship managers to deliver outstanding service.

The role focuses on client engagement, cross-selling wealth propositions, and using digital banking tools to enhance the client experience.

Qualifications

• Customer engagement
• Basic Planning and Organizing
• Appointment Making skills
• RMP & WPT
• Wealth Management and Proposition

Responsibilities

• Daily Sales administrative task: Organize and complete/check all sales application forms for submission, scanning and for SQ review
• Check and Sign all the sales documents for line manager to verify and approve
• Scan & file all completed sales application forms in the customer file for reviews, checks and follow ups
• Assist RM in replying customer’s mails, banking transaction request and other request from premier client E.g. Request for bank’s statement, fee waiver etc.
• Assist RM to handle / investigate customer complaints or other follow up task
• Assist RM to create appointment upon customer’s request where RM not available
• Help to identify customers that has not been contacted quarterly and create the leads for RM to follow up
• To remind/monitor their respective RM to act on their campaign call list and "event triggers which was assigned by CVM"
• Assist RM on file review / CAMP / FCC call or monitoring when required for all FCC related item to ensure proper follow ups are completed
• Cross sell
• Refer customer needs to PRM
• Educate customer on digital banking
• As customer’s main contact point beside their RM. Help to fulfil client’s service needs either by face to face or on the phone
• Ensure proactive update of accurate customer information in the bank system
• To temporary hold resigned RM portfolio and fulfill their service needs
• Assist RM in the opening of account

Job description

HSBC Bank Malaysia Berhad invites ambitious individuals to join the International Wealth and Premier Banking (IWPB) team as Premier Relationship Officer in Kuala Lumpur. You will be the main contact for premier clients, handling inquiries, processing applications, and supporting relationship managers to deliver outstanding service.

The role focuses on client engagement, cross-selling wealth propositions, and using digital banking tools to enhance the client experience.