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Premier Relationship Director, Leboh Downing

HSBC

Penang

On-site

MYR 250,000 - 300,000

Full time

6 days ago
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Job summary

A leading global bank in Malaysia is seeking a Premier Relationship Director to manage and develop relationships with its highest value clients. The ideal candidate will be skilled in financial advisory, client management, and compliance. This role demands strong interpersonal skills and a commitment to delivering outstanding service.

Qualifications

  • Experience in managing high-value client relationships.
  • Ability to provide comprehensive financial advice to clients.
  • Understanding of compliance requirements.

Responsibilities

  • Manage relationships with Top Tier Premier clients.
  • Acquire, develop, and retain client relationships.
  • Deliver exceptional client service and exceed expectations.

Skills

Client relationship management
Financial advisory
Communication skills
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.

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 our customers 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 opening up 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 Director, working together with colleagues to define, manage and achieve divisional business targets.

Principal Responsibilities
  • The role is a client facing role managing the HSBC relationship with the Bank\'s highest value clients (i.e. the Top Tier Premier segment typically comprises clients with >RM3Mil investible assets).
  • Responsible to acquire, develop and retain relationships with a portfolio of Top Tier Premier clients.
  • Expected to build trusting relationships with existing and potential Top Tier Premier clients, help clients articulate their needs, and deliver to exceed client expectations.
  • To get to know clients on a personal and professional level to understand their short and long term financial goals, and use deep understanding of the client’s situation and external market knowledge to challenge clients and provide financial advice.
  • To review the Top Tier portfolio regularly to identify opportunities to use the distinctive capabilities of HSBC, spanning lines of business and geography, to the advantage of the client.
  • To increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners.
  • To understand and adhere to local and global compliance requirements.
  • Accountable for the performance of the portfolio and needs to ensure it is effectively run within the Wealth and Personal Banking Target Business Model (TBM) and delivers to the Top Tier Proposition as defined by HSBC Group.
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