Premier Relationship Banker, Malacca

HSBC; Malacca City; On-site; USD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking global bank as a Premier Relationship Banker, where you'll manage and grow relationships with High Net Worth clients. This role offers the opportunity to drive revenue growth through effective financial planning and sales of retail products. The bank prides itself on a culture of continuous professional development and inclusivity, making it an ideal place for ambitious individuals looking to thrive in the wealth management sector. Embrace the chance to work in a dynamic environment that values your contributions and supports your career growth.

Benefits

Continuous Professional Development

Flexible Working Hours

Inclusive Work Environment

Qualifications

• Experience in managing High Net Worth client relationships.
• Strong sales track record in insurance and investment products.

Responsibilities

• Manage and deepen relationships with Premier customers.
• Drive revenue growth through financial planning.

Skills

Relationship Management

Sales Skills

Financial Planning

Networking

Portfolio Management

Fluency in English

Fluency in Bahasa Malaysia

Proficiency in Mandarin/Cantonese

Education

Tertiary Diploma or Degree

Tools

Wealth Management Software

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, as well as 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 in the role of Premier Relationship Banker. The successful candidate will work 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 service 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 being referred to peers and others.
6. Ensure compliance with products and sales policies, procedures, and guidelines set by the Bank and relevant authorities at all times.

Requirements:

• Experience in relationship management with High Net Worth clients is preferred.
• A recognized tertiary diploma or degree qualification.
• Relevant licenses in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, IPPC are required.
• Evidence of a strong sales track record in insurance and investment products.
• Sales-oriented, results-driven.
• Highly skilled in influencing, networking, and portfolio management.
• 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 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 culture where all employees are valued, respected, and opinions are heard. We pride ourselves on providing a workplace that encourages continuous professional development, flexible working, and opportunities for growth within an inclusive and diverse environment. Personal data collected during the employment application process will be used in accordance with our Privacy Statement, available on our website.

Issued by HSBC Bank Malaysia Berhad