Premier Relationship Banker, Kota Kinabalu

HSBC Recruitment; Kota Kinabalu; On-site; MYR 60,000 - 84,000; Full time

Job summary

A leading bank seeks a Premier Relationship Banker to enhance and manage High Net Worth client relationships. The role involves driving growth through strategic financial planning and compliance, requiring strong sales experience and relevant qualifications. Join a dynamic team that values professional development and inclusivity.

Qualifications

• Experience in managing High Net Worth clients preferred.
• Relevant licenses such as PCE, TBE, CEILLI, FIMM, IPPC are required.
• Fluent in spoken English and Bahasa Malaysia; proficiency in Mandarin or Cantonese is an advantage.

Responsibilities

• Manage, acquire, grow, and deepen Premier customers’ relationships.
• Drive revenue and AUM growth through holistic financial planning.
• Ensure compliance with products, sales policies, and procedures.

Skills

Relationship Management

Sales Orientation

Portfolio Management

Influencing Skills

Networking

Education

Recognized tertiary diploma or degree

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 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, mortgages, asset management, insurance, wealth management, and private banking, tailored to our customers’ needs.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team as a Premier Relationship Banker, working 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 through holistic financial planning.
3. Ensure high-quality sales and services of HSBC retail products based on needs-based selling.
4. Refer mortgage business to Mortgage Arranger (MA).
5. Ensure best practices in wealth sales are referred to peers and other relevant teams.
6. Ensure compliance with products, sales policies, procedures, and guidelines set by the Bank and relevant authorities at all times.

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. Evidence of a strong sales track record in insurance and investment products.
5. Results-driven with a sales-oriented mindset.
6. Highly skilled in influencing, networking, and portfolio management.
7. Fluent in spoken English and Bahasa Malaysia; proficiency in Mandarin or Cantonese is an advantage.

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

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 support continuous professional development, flexible working, and opportunities for growth within an inclusive and diverse environment. 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