Premier Relationship Officer, Mont Kiara

HSBC; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

Join HSBC as a Premier Relationship Officer at the Mont Kiara branch, where you'll support Relationship Managers in serving premier clients. Engage in diverse responsibilities, from customer inquiries to managing administrative sales tasks, while contributing to business targets in a dynamic banking environment.

Qualifications

• Strong interpersonal skills; able to communicate effectively.
• Experience in customer service or sales roles is advantageous.
• Ability to manage client relationships efficiently.

Responsibilities

• Assist Relationship Managers (RMs) in managing client inquiries and banking requests.
• Perform daily sales administrative tasks and organize customer files.
• Proactively update customer information and ensure their service needs are met.

Skills

Customer Service

Sales

Communication

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

We are currently seeking an ambitious individual to join our Mont Kiara branch in the role of Premier Relationship Officer, working together with colleagues to define, manage and achieve divisional business targets.

Principal Responsibilities:

1. Daily Sales administrative tasks
   • Organize and complete/check all sales application forms for submission, scanning and for SQ review.
   • Scan & file all completed sales application forms in the customer file for reviews, checks and follow-ups.
2. Assist RM in replying to customer emails, banking transaction requests, and other requests from premier clients, e.g., request for bank statements, fee waivers, etc.
3. Assist RM in handling/investigating customer complaints or other follow-up work.
4. Assist RM in diary appointment management/lead generation by arranging customer appointments and helping to identify customers that have not been contacted quarterly.
5. Remind/monitor RMs to act on their campaign call list and "event triggers" assigned by CVM.
6. Assist RM with file reviews, CAMP, FCC calls, or monitoring to ensure proper follow-up for FCC-related items.
7. Cross-sell
   • Refer customer needs to PRM.
   • Educate customers on digital banking.
8. Serve as the main contact point for customers beside their RM, helping to fulfill client service needs face-to-face or over the phone.
9. Ensure proactive updates of accurate customer information in the bank system.
10. Temporarily hold resigned RM portfolios and fulfill their service needs.