Premier Relationship Manager, Leboh Downing

HSBC; Penang; On-site; MYR 50,000 - 80,000; Full time

Job summary

A leading global bank in Penang is seeking a Premier Relationship Manager to manage high-value customer portfolios. The successful candidate will focus on acquiring and retaining clients while ensuring high service standards. Candidates must demonstrate strong customer focus and financial planning skills. This role presents an opportunity to thrive in a dynamic banking environment.

Qualifications

• Experience in managing high-value customer portfolios.
• Ability to attract and retain customers effectively.
• Strong understanding of financial planning and service standards.

Responsibilities

• Manage a portfolio of high-value customers while ensuring business success.
• Acquire and retain Premier customers to meet performance targets.
• Conduct reviews to address financial needs and foster loyalty.

Skills

Customer focus

Financial planning fundamentals

Cross-selling

High service quality

Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC is one of the largest banking and financial services organizations in the world, operating in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and ultimately helping people fulfill their hopes and realize their ambitions.

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million international clients, ranging from retail customers to ultra-high-net-worth individuals and their families. We assist our customers in managing their daily finances, protecting, and growing their wealth. Our international network and expertise enable us to deliver HSBC’s purpose of opening up a world of opportunity through borderless banking and world-class wealth management, leveraging mobile-first capabilities and exceptional people. Our key operational areas include Retail Banking and Wealth Management, Asset Management, Global Private Banking, and Insurance.

We are currently seeking an experienced professional to join us as a Premier Relationship Manager.

Principal Responsibilities:

• Manage a portfolio of high-value customers, emphasizing professionalism, customer focus, and a broad understanding of financial planning fundamentals to ensure business success.
• Acquire, cross-sell, and retain Premier customers by collaborating with branch and direct teams to meet business performance targets as defined by IWPB.
• Conduct full reviews of your portfolio to understand and address current and future financial needs.
• Attract new customers to HSBC and upgrade existing customers to Premier, acting as a trusted adviser.
• Identify cross-selling opportunities and foster customer loyalty by meeting their needs.
• Identify non-qualifiers, attract business to reinstate eligibility, or facilitate transfers out of the portfolio based on customer needs.
• Maintain high standards of service quality in accordance with Service Level Agreements.
• Manage your portfolio effectively, aligning with the Target Operating Model (TOM) as defined by Group.
• Create an environment that maximizes branch performance and achieves IWPB business objectives while providing high-quality service.
• Identify opportunities for wealth reviews and refer clients to appropriate wealth advisers.
• Maximize portfolio growth and achieve IWPB plan/metrics, leading the Premier team to identify opportunities and meet customer needs efficiently, ensuring compliance with Group standards and regulations.