Premier Relationship Banker, Damansara Utama

HSBC; Kuala Selangor; On-site; MYR 60,000 - 100,000; Full time

Job summary

HSBC Bank Malaysia Berhad is seeking an ambitious Premier Relationship Banker to grow and manage high-net-worth client relationships within International Wealth and Premier Banking. You will drive revenue through holistic financial planning and cross-sell wealth and retail products.

Candidates should have a tertiary Diploma or Degree and hold relevant wealth/investment licences. Fluency in English and Bahasa Malaysia is essential, Mandarin/Cantonese a plus.

Qualifications

• Experience in relationship management of high-net-worth clients.
• Diploma/degree qualification required.
• Relevant wealth/investment licences (PCE/TBE/CEILLI/FIMM/IPPC).
• Strong sales track record in insurance/investment products.
• Sales oriented with ability to influence and network.
• Fluent in English and Bahasa Malaysia; Mandarin/Cantonese a plus.

Responsibilities

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

Skills

Relationship management

Sales orientation

Networking

Portfolio management

English & BM fluency

Education

Diploma or Degree

Wealth/investment licences (PCE, TBE, CEILLI, FIMM, IPPC)

Job description

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 our customers 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 opening up 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.

Principal Responsibilities

• 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

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Bank Malaysia Berhad