Premier Relationship Officer, Klang

Cari; Klang City; On-site; MYR 67,000 - 100,000; Full time

Job summary

HSBC Bank Malaysia Berhad is seeking a Premier Relationship Officer in Malaysia to support daily sales administration, client service, and lead generation for Premier clients. You will work closely with Relationship Managers, handling inquiries, digital banking education, and proactive client engagement.

You will act as the primary contact for clients and assist with account openings, document handling, and follow-ups to ensure service excellence in a fast-paced banking environment.

Qualifications

• Customer engagement is essential for client interactions and relationship building.
• Strong planning and organizing skills to manage appointments and tasks.
• Ability to schedule meetings and coordinate with RM and clients.
• Knowledge of wealth management concepts helpful for Premier clients.
• Understanding of banking products and digital service education for clients.

Responsibilities

• Daily Sales administrative task: organize and complete application forms for submission and review.
• Sign and verify documents with line manager approval.
• Scan and file sales forms in customer files for follow up reviews.
• Assist RM in replying client emails and handling bank statements or fee waivers.
• Help respond to customer inquiries and investigate complaints.
• Create client appointments when RM isn’t available.
• Identify inactive clients and generate leads for RM follow up.
• Monitor campaign lists and events triggers and ensure follow ups.
• Assist RM with file reviews and FCC-related follow ups.
• Refer client needs to PRM and educate about digital banking.
• Be the main contact point to fulfill service needs face-to-face or by phone.

Skills

Customer engagement

Planning and organizing

Appointment making

RMP & WPT

Wealth management

Job description

Some careers grow faster than others.

If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential.

WithinInternational 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 ambitious individuals to join our International Wealth and Premier Banking (IWPB) team in the role ofPremier Relationship Officer, working together with colleagues to define, manage and achieve divisional business targets.

Responsibilities:

• Daily Sales administrative task:
• Organize and complete/check all sales application forms for submission, scanning and for SQ review
• Check and Sign all the sales documents for line manager to verify and approve.
• Scan & file all completed sales application forms in the customer file for reviews, checks and follow ups
• Assist RM in replying customer’s mails, banking transaction request and other request from premier client E.g. Request for bank’s statement, fee waiver etc.
• Assist RM to handle / investigate customer complaints or other follow up task.
• Assist RM to create appointment upon customer’s request where RM not available.
• Help to identify customers that has not been contacted quarterly and create the leads for RM to follow up.
• To remind/monitor their respective RM to act on their campaign call list and "event triggers which was assigned by CVM
• Assist RM on file review / CAMP / FCC call or monitoring when required for all FCC related item to ensure proper follow ups are completed.
• Cross sell
• Refer customer needs to PRM
• Educate customer on digital banking
• As customer’s main contact point beside their RM. Help to fulfil client’s service needs either by face to face or on the phone.
• Ensure proactive update of accurate customer information in the bank system.
• To temporary hold resigned RM portfolio and fulfill their service needs.
• Assist RM in the opening of account

Requirements:

• Customer engagement
• Basic Planning and Organizing
• Appointment Making skills
• RMP & WPT
• Wealth Management and Proposition

Due to local laws and governance, candidates with immediate right to work locally and no relocation need will be prioritized.

Opening up a world of opportunity

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