Premier Relationship Banker, Petaling Jaya

HSBC; Petaling Jaya; On-site; USD 30,000 - 60,000; Full time

Job summary

An established industry player is seeking an ambitious Premier Relationship Banker to join their Wealth and Personal Banking team. This role offers a unique opportunity to manage and grow relationships with Premier customers while driving revenue through holistic financial planning. Candidates will thrive in a dynamic environment, ensuring compliance with policies while delivering exceptional service. Join a team that values collaboration and rewards success, and take your career to new heights in a rapidly growing sector of wealth management.

Qualifications

• Proven experience in managing customer relationships effectively.
• Strong knowledge of financial products and services.

Responsibilities

• Manage and deepen relationships with Premier customers.
• Drive revenue growth through effective financial planning.
• Ensure compliance with sales policies and procedures.

Skills

Relationship Management

Financial Planning

Sales Skills

Compliance Knowledge

Education

Bachelor's Degree in Finance or Business

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 USD 1.4 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 USD 5.7 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 and complied with at all times.