Premier Relationship Banker, Puchong Branch

HSBC; Puchong; On-site; MYR 50,000 - 70,000; Full time

Job summary

A leading global bank is seeking a Premier Relationship Banker to join their Wealth and Personal Banking team in Puchong, Malaysia. In this role, you will manage and deepen relationships with high net worth clients, driving revenue growth through effective financial planning. The ideal candidate will have strong sales skills, a recognized tertiary qualification, and relevant licenses in investment products. Fluency in English and Bahasa Malaysia is required, with Mandarin/Cantonese as an advantage.

Qualifications

• Experience in relationship management of High Net Worth clients is preferred.
• A recognized tertiary diploma/degree qualification is required.
• Relevant licenses in marketing wealth and investment products are necessary.
• Strong sales track record in insurance and investment products is essential.
• Must be sales-oriented and driven to produce results.
• Fluent in spoken English and Bahasa Malaysia; Mandarin/Cantonese proficiency is a plus.
• Candidates with immediate local work rights are prioritized.

Responsibilities

• Manage, acquire, and deepen relationships with Premier customers.
• Drive revenue and AUM growth through holistic financial planning.
• Ensure high level of sales and service for HSBC retail products.
• Refer mortgage business to Mortgage Arranger.
• Adhere to compliance policies and guidelines.

Skills

Relationship Management of High Net Worth clients

Sales skills

Influencing skills

Networking skills

Portfolio management skills

Fluent in English

Fluent in Bahasa Malaysia

Proficiency in Mandarin/Cantonese

Education

Recognized tertiary Diploma / Degree qualification

Tools

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.

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

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