Premier Relationship Banker, Mont Kiara Branch

HSBC; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading global bank in Kuala Lumpur is looking for a Premier Relationship Banker to manage and deepen relationships with High Net Worth clients. The role involves driving revenue growth through comprehensive financial planning and ensuring compliance with bank policies. Candidates should possess relevant qualifications and sales experience in wealth management products. Fluency in English and Bahasa Malaysia is required, while knowledge of Mandarin or Cantonese is an advantage.

Benefits

Continuous professional development

Flexible working opportunities

Inclusive and diverse environment

Qualifications

• Experience in relationship management of High Net Worth clients is preferred.
• Sales track record in insurance and investment products is required.
• Candidates must possess relevant licenses for wealth marketing.

Responsibilities

• Manage, acquire, grow and deepen relationships with Premier customers.
• Drive revenue and Asset Under Management growth through financial planning.
• Ensure compliance with sales policies and procedures set by the Bank.

Skills

Relationship Management of High Net Worth clients

Sales orientation

Influencing skills

Networking skills

Portfolio management

Fluent in English

Fluent in Bahasa Malaysia

Proficiency in Mandarin / Cantonese

Education

Tertiary Diploma / Degree qualification

Tools

Wealth and investment products licensing (PCE, TBE, CEILLI, FIMM, IPPC)

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:

• 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 - External

• 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.

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