Premier Relationship Banker, Petaling Jaya Branch

HSBC; Petaling Jaya; On-site; MYR 60,000 - 90,000; Full time

Job summary

A leading international bank in Petaling Jaya is seeking a Premier Relationship Banker to manage and deepen relationships with Premier customers. The ideal candidate will drive revenue through effective financial planning and ensure compliance with sales policies. Strong relationship management and sales skills are essential for this role.

Qualifications

• Experience in managing customer relationships in finance.
• Ability to drive sales and adhere to compliance guidelines.
• Strong communication and interpersonal skills.

Responsibilities

• Manage and deepen relationships with Premier customers.
• Drive revenue growth through holistic financial planning.
• Ensure high sales levels of retail products.

Skills

Relationship management

Financial planning

Sales skills

Job description

Some careers open more doors than others.

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help ourcustomers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of openingup a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

We are currently seeking an ambitious individual to join our International Wealth and Premier 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