Premier Relationship Banker, Damansara Heights

HSBC; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

HSBC is seeking a Premier Relationship Banker to join its Wealth and Personal Banking team in Kuala Lumpur. The role focuses on managing client relationships, driving sales, and ensuring compliance, providing an opportunity for professional growth in the wealth management sector.

Qualifications

• Ambitious individual with skills in relationship management and financial planning required.

Responsibilities

• Manage and deepen relationships with Premier customers.
• Drive revenue growth through comprehensive financial planning.
• Ensure compliance with sales policies and product guidelines.

Skills

Relationship Management

Sales

Financial Planning

Compliance

Job description

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD 1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD 5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

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

Principal Responsibilities:

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