Premier Relationship Banker, Petaling Jaya Branch

HSBC; Selangor; On-site; MYR 80,000 - 100,000; Full time

Job summary

A leading global bank in Malaysia is seeking an ambitious Premier Relationship Banker to join its Wealth and Personal Banking team. The successful candidate will manage and grow relationships with Premier customers, driving revenue through effective financial planning. Applicants should possess a recognized degree and relevant investment product licences, along with a strong sales track record. This role requires fluency in English and Bahasa Malaysia, with Mandarin or Cantonese being an advantage. Compliance with the bank's policies and procedures is essential.

Benefits

Continuous professional development

Flexible working opportunities

Inclusive work environment

Qualifications

• Experience in relationship management of high net worth clients is preferred.
• Strong sales track record in insurance and investment products required.
• Highly skilled in influencing and networking.

Responsibilities

• Manage and grow relationships with Premier customers.
• Drive revenue through holistic financial planning.
• Ensure compliance with sales policies and procedures.

Skills

Relationship Management

Sales Orientation

Networking

Portfolio Management

Fluency in English

Fluency in Bahasa Malaysia

Proficiency in Mandarin/Cantonese

Education

Tertiary Diploma/Degree

Tools

Investment Products Licences (PCE, TBE, CEILLI, FIMM, IPPC)

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-driven 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

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