Global Wealth Premier Relationship Officer

HSBC; Kuala Selangor; On-site; MYR 36,000 - 60,000; Full time

Job summary

HSBC Bank Malaysia Berhad seeks a Premier Relationship Officer to join the International Wealth and Premier Banking team in Malaysia. You will work with RMs to manage applications, respond to client requests, and help progress leads while servicing premier clients.

You will educate clients on digital banking, assist with account openings, and coordinate follow-ups to ensure timely delivery of services. Immediate right to work locally preferred.

Qualifications

• Customer engagement is essential for day-to-day interactions.
• Good planning and organizing skills for scheduling and follow-ups.
• Ability to arrange and manage customer appointments efficiently.
• Understanding RM/Private client processes and wealth products.
• Knowledge of wealth propositions and cross-selling potential.

Responsibilities

• Daily sales administrative tasks including submission and reviews.
• Prepare and sign sales documents for manager verification.
• Scan and file forms for reviews and follow-ups.
• Assist RM with customer emails, transaction requests and statements.
• Help handle customer complaints and follow-up tasks.
• Create appointments when RM is unavailable and generate leads for RMs.
• Monitor campaign calls and event triggers; ensure timely actions.
• Assist RM with file reviews and FCC-related follow-ups.
• Cross-sell and refer customer needs to PRM.
• Educate customers on digital banking and be the main contact point.

Skills

Customer engagement

Basic Planning and Organizing

Appointment Making skills

RMP & WPT

Wealth Management and Proposition

Job description

HSBC Bank Malaysia Berhad seeks a Premier Relationship Officer to join the International Wealth and Premier Banking team in Malaysia. You will work with RMs to manage applications, respond to client requests, and help progress leads while servicing premier clients.

You will educate clients on digital banking, assist with account openings, and coordinate follow-ups to ensure timely delivery of services. Immediate right to work locally preferred.