Premier Relationship Banker, Bukit Bintang Branch

HSBC; Kuala Lumpur; On-site; MYR 60,000 - 120,000; Full time

Job summary

HSBC Holdings plc in Kuala Lumpur is seeking an ambitious Premier Relationship Banker to manage and develop Premier client relationships. You will deliver tailored financial planning, cross-selling of wealth products, and ensure best-in-class service to high net worth clients.

You will refer mortgage and investment opportunities, ensure compliance, and work with a team to achieve divisional targets while upholding risk controls and local regulations.

Qualifications

• Experience in relationship management of high net worth clients preferred.
• Diploma or degree in a relevant discipline.
• Licences such as PCE, TBE, CEILLI, FIMM, IPPC required.
• Evidence of strong sales track record in insurance and investment products.
• Sales oriented, driven to produce results.
• Strong influencing, networking and portfolio management skills.
• Fluent in English and Bahasa Malaysia; Mandarin/Cantonese an added advantage.

Responsibilities

• Manage, acquire, grow and deepen Premier customers’ relationships through effective relationship management.
• Drive revenue and AUM growth through holistic financial planning.
• Ensure high level of sales and services of HSBC retail products based on needs-based selling.
• Refer mortgage business to Mortgage Arranger (MA).
• Ensure best practice on wealth sales is referred to peers and others.
• Ensure compliance with products and sales policies, procedures and guidelines.

Skills

Relationship management

Sales

Financial planning

Networking

Portfolio management

Fluent English

Bahasa Malaysia

Mandarin/Cantonese

Education

Diploma or Degree in relevant field

Job description

Location: Kuala Lumpur, Federal Territory of Kuala Lumpur, MY, 50250

Brand: HSBC

Area of Interest:

Role Workstyle:

GCB 7

Some careers open more doors than others.

If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help ourcustomers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of openingup a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

We are currently seeking an ambitious individual to join our International Wealth and Premier Banking team in the role of Premier Relationship Banker working together with colleagues to define, manage and achieve divisional business targets.

• Manage, acquire, grow and deepen Premier customers’ relationships through effective relationship management.
• Drive revenue and AUM growth expectations through holistic financial planning,
• Ensure a high level of sales and services of HSBC retail products based on needs based selling
• Refer mortgage business to Mortgage Arranger (MA)
• Ensure best practice on wealth sales is being referred to peers and others
• Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times

Qualifications

• Candidate with experience in relationship Management of High Net Worth clients are preferred.
• A recognized tertiary Diploma / Degree qualification;
• Relevant licence in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, IPPC is required
• Evidence of strong sales track record insurance and investment products
• Sales oriented, driven to produce results.
• Highly skilled in influencing, networking and portfolio management skills
• Fluent in spoken English and Bahasa Malaysia; candidate with proficiency to converse in Mandarin / Cantonese would be an added advantage

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized

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