Premier Relationship Manager

Ambition Group Malaysia; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A financial services firm in Kuala Lumpur seeks an experienced professional to manage relationships with High Net Worth clients. The role involves driving revenue through holistic financial planning and ensuring compliance with all policies. The ideal candidate has a tertiary qualification, strong sales skills, and relevant licenses in wealth and investment marketing. Proficiency in English and Bahasa Malaysia is required, with Mandarin or Cantonese as a plus.

Qualifications

• Experience in relationship management of High Net Worth clients is preferred.
• Relevant licenses in marketing wealth and investment products are required.
• Fluent in spoken English and Bahasa Malaysia, with Mandarin or Cantonese as an advantage.

Responsibilities

• Manage and deepen relationships with Premier customers.
• Drive revenue and AUM growth through financial planning.
• Ensure compliance with sales policies and guidelines.

Skills

Relationship management

Sales orientation

Influencing skills

Networking

Portfolio management

Education

Tertiary Diploma / Degree qualification

Tools

PCE

TBE

CEILLI

FIMM

IPPC

Job description

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 sellin.
• 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

• 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.