Premier Relationship Banker, Petaling Jaya Branch

HSBC; Petaling Jaya; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading global bank in Malaysia is looking for a Premier Relationship Banker to join their Wealth and Personal Banking team. The role involves managing and growing relationships with premier customers, driving revenue through holistic financial planning, and ensuring compliance with sales policies. Ideal candidates will have experience managing High Net Worth clients, hold relevant marketing licences, and possess strong sales skills in investment products. Fluency in English and Bahasa Malaysia is essential, while Mandarin or Cantonese is a plus.

Qualifications

• Experience in relationship management of High Net Worth clients preferred.
• Relevant licence in marketing wealth and investment products required.
• Strong sales track record in insurance and investment products.

Responsibilities

• Manage and deepen relationships with Premier customers.
• Drive revenue and AUM growth through financial planning.
• Ensure sales of HSBC retail products follow needs-based selling.

Skills

Relationship Management

Sales Orientation

Influencing Skills

Portfolio Management

Networking Skills

Fluency in English

Fluency in Bahasa Malaysia

Conversational Mandarin/Cantonese

Education

Tertiary Diploma/Degree

Job description

Some careers open more doors than others.

If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.

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 - Internal

• 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.

When applying, please submit a full resume and attach your appraisal reports for the last two years.

Your local internal application policy should also be followed. For internal applicants with less than eighteen months in their current role, please also obtain and enclose line manager endorsement in the application.

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