Premier Relationship Banker, Kota Bharu

HSBC Recruitment; Kota Bharu; On-site; MYR 80,000 - 120,000; Full time

Job summary

Join HSBC as a Premier Relationship Banker in Wealth and Personal Banking, focusing on managing relationships with High Net Worth clients and driving revenue growth. This role offers the opportunity to be part of a leading bank committed to professional development and a diverse workplace.

Qualifications

• Experience in managing High Net Worth clients preferred.
• Relevant licenses in wealth and investment products required.
• Strong sales track record in insurance and investment.

Responsibilities

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

Skills

Relationship Management

Sales

Networking

Portfolio Management

Fluency in English

Fluency in Bahasa Malaysia

Proficiency in Mandarin

Proficiency in Cantonese

Education

Recognized tertiary diploma or degree qualification

Job description

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 USD1.4 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 USD5.7 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 at all times.

Requirements

1. Candidate with experience in relationship management of High Net Worth clients is preferred.
2. A recognized tertiary diploma or degree qualification.
3. Relevant license in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, IPPC is required.
4. Evidence of a strong sales track record in insurance and investment products.
5. Sales-oriented, driven to produce results.
6. Highly skilled in influencing, networking and portfolio management skills.
7. Fluent in spoken English and Bahasa Malaysia; proficiency 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.

To understand why our Wealth colleagues like working at HSBC, please visit

www.hsbc.com/wealth-careers

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