Premier Relationship Manager, Mont Kiara Branch

HSBC; Kuala Lumpur; On-site; MYR 150,000 - 210,000; Full time

Job summary

HSBC Bank Malaysia Berhad seeks an experienced Premier Relationship Manager to manage a high-net-worth portfolio and drive cross-sell opportunities. You will deliver wealth guidance, maintain strong relationships, and coordinate with the wealth advisory team to meet the IWPB targets.

The role emphasizes customer focus, compliance, and effective use of the client relationship system, with an emphasis on delivering world-class banking and wealth management services.

Qualifications

• Five (5) years proven and progressive financial services/retail sales experience or equivalent.
• Strong sales results in insurance and investment products.
• Relationship management experience with high net worth clients
• Strong technical skills in wealth management
• Strong communication, client focus and influencing skills
• Sound knowledge of financial services products and client relationship management systems
• Licenses: CFP, PCE, MTA Unit Trust, IPPC and MTA Life/Insurance credentials are preferred
• Ability to work with Compliance, Credit & Risk and Internal Control to ensure balanced risk

Responsibilities

• Manage a portfolio of Premier customers with professionalism and customer focus.
• Acquire, cross-sell and retain Premier customers in collaboration with branch and direct teams.
• Perform full reviews to address customers' immediate and future financial needs.
• Identify opportunities for wealth reviews and refer to wealth advisers.
• Ensure standards of service quality per published SLAs.
• Drive portfolio growth and achieve IWPB targets within regulatory guidelines.
• Lead Premier activities within the branch to optimize resources and outcomes.

Skills

Relationship management

Sales

Wealth management

Portfolio management

Communication skills

Networking

Financial planning

Education

Diploma / Degree

Tools

CRM system

Job description

GCB 6

Some Careers Have More Impact Than Others.
If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

GCB 6
Some Careers Have More Impact Than Others.
If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.
HSBC is one of the largest banking and financial services organizations in the world, with operations 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 to fulfil their hopes and realize their ambitions.
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 experienced professional to join our team in the role of Premier Relationship Manager.

Principal Responsibilities

• The role is a customer facing role managing our highest value customers where professionalism, customer focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.
• The role holder has a responsibility to acquire, cross sell and retain a portfolio of Premier customers, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by IWPB).
• Active management of a portfolio of Premier customers, completing full reviews to establish and address their immediate and future financial requirements.
• Acquiring new to HSBC customers and upgrading existing HSBC customers to Premier - becoming the trusted adviser to that portfolio of customers.
• Reviewing the portfolio to identify cross selling opportunities and embed customer loyalty by meeting their needs.
• To identify non-qualifiers, attract business to reinstate eligibility or transfer out of portfolio in a customer-driven manner.
• To understand and deliver the standards of service quality required maintaining published Service Level Agreements.
• Accountable for the performance of your portfolio and need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined by Group.
• Creating and maintaining an environment where you and the wider Branch team maximize performance in achieving the IWPB business objectives whilst providing the highest quality service.
• The identification of opportunities for wealth reviews and referring these to an appropriate wealth adviser are key activities to achieve your goal.
• The jobholder has prime responsibility for maximizing growth in their portfolio and achieving the IWPB plan/metrics, lead Premier within the branch to ensure opportunities are identified and customer needs are met effectively, maximizing all available resources and compliance with the relevant Group standards including GHQ, HBEU and the Regulatory organization as applied to the implementation of the IWPB strategy in their country.
  

Requirements

Qualifications - External

• A recognized tertiary Diploma / Degree qualification.
• Minimum of five (5) years proven and progressive financial services and / or retail sales experience or equivalent.
• Evidence of strong sales results in insurance and investment products.
• Relationship management experience with high net worth clients
• Strong technical skills in wealth management
• Strong communication, client focus and influencing skills.
• Strong sales orientation, networking and portfolio management skills.
• Sound knowledge of financial services products and services and the client relationship management system.
• Understand of business banking client segment and products and services
• Individual will also need to have the following licenses, Certified Financial Planner (CFP), Pre Contract Examination - Life and Insurance (PCE), Federation of Investment Managers - Unit Trust, Malaysian Takaful Association License (MTA) and Investor Protection Professional Certification (IPPC).
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
• Able to communicate well in English and local languages.

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritized.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Bank Malaysia Berhad