Premier Relationship Banker, Ipoh Branch

Job Description

Introduction

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.

About Wealth and Personal Banking

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 wealth managers with USD1.4 trillion in assets. In Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, from personal banking for individuals and families to business owners, investors, and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans, mortgages, asset management, insurance, wealth management, and private banking tailored to our customers’ needs.

Position Overview

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team as a Premier Relationship Banker. The role involves working collaboratively to define, manage, and achieve divisional business targets.

Principal Responsibilities

1. Manage, acquire, grow, and deepen relationships with Premier customers through effective relationship management.
2. Drive revenue and AUM growth through holistic financial planning.
3. Ensure high-quality sales and service of HSBC retail products based on needs-based selling.
4. Refer mortgage business to Mortgage Arranger (MA).
5. Promote best practices in wealth sales referrals to peers and other teams.
6. Ensure compliance with all product and sales policies, procedures, and guidelines set by the Bank and relevant authorities.

Requirements

1. Experience in relationship management of High Net Worth clients is preferred.
2. A recognized tertiary diploma or degree qualification.
3. Relevant licenses in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, IPPC are required.
4. Proven track record in sales of insurance and investment products.
5. Sales-oriented with a results-driven approach.
6. Strong influencing, networking, and portfolio management skills.
7. Fluent in spoken English and Bahasa Malaysia; proficiency in Mandarin/Cantonese is an advantage.

Due to urgent hiring needs, candidates with immediate right to work locally and no relocation required will be prioritized.

Additional Information

To learn why our Wealth colleagues enjoy working at HSBC, please visit www.hsbc.com/wealth-careers.

HSBC is committed to fostering a workplace where all employees are valued, respected, and their opinions matter. We pride ourselves on providing a professional, inclusive, and flexible work environment with opportunities for growth. Personal data related to employment applications will be used in accordance with our Privacy Statement available on our website.

Issued by HSBC Bank Malaysia Berhad