Premier Relationship Director, Taman Molek

HSBC; Johor Bahru; On-site; MYR 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company as a Premier Relationship Director in Wealth and Personal Banking. This dynamic role focuses on managing and nurturing relationships with high-value clients, ensuring their financial goals are met through tailored advice and exceptional service. With a commitment to compliance and performance, you will collaborate with colleagues to leverage the bank's extensive resources for client benefit. This is an exciting opportunity to grow your career in a rapidly expanding sector, making a significant impact on clients' financial journeys.

Qualifications

• Experience in managing high-value client relationships.
• Strong understanding of financial products and services.

Responsibilities

• Manage relationships with Top Tier Premier clients with >RM3 million assets.
• Provide tailored financial advice and exceed client expectations.

Skills

Client Relationship Management

Financial Advisory

Portfolio Management

Compliance Knowledge

Education

Bachelor's Degree in Finance or Business

Professional Certification (e.g., CFA)

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.

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 wealth managers with USD1.4 trillion in assets. In 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 spectrum of private wealth, from personal banking for individuals and families to business owners, investors, and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans, mortgages, asset management, insurance, wealth management, and private banking, tailored to our customers’ needs.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team as a Premier Relationship Director. This role involves defining, managing, and achieving divisional business targets in collaboration with colleagues.

Principal Responsibilities:

• The role is client-facing, managing HSBC's relationships with the bank's highest value clients, specifically the Top Tier Premier segment, typically clients with >RM3 million investible assets.

• Responsible for acquiring, developing, and retaining relationships with a portfolio of Top Tier Premier clients.

• Build trusting relationships with existing and potential Top Tier Premier clients, helping them articulate their needs, and exceeding their expectations.

• Get to know clients on both personal and professional levels to understand their short- and long-term financial goals. Use deep understanding of their situation and external market knowledge to challenge clients and provide financial advice.

• Review the Top Tier portfolio regularly to identify opportunities to leverage HSBC’s capabilities across lines of business and geographies for the client’s benefit.

• Increase client loyalty by meeting their needs directly or through effective collaboration with internal partners.

• Understand and adhere to local and global compliance requirements.

• Accountable for portfolio performance, ensuring it is managed effectively within the Wealth and Personal Banking Target Business Model (TBM) and aligns with the Top Tier Proposition as defined by HSBC Group.