Premier Relationship Officer, Puchong

Cari; Puchong; Hybrid; MYR 60,000 - 100,000; Full time

Job summary

HSBC Bank Malaysia Berhad is seeking a Premier Relationship Officer within International Wealth and Premier Banking (IWPB). You will be the main point of contact for premier clients, handling inquiries, processing applications, and coordinating with Relationship Managers to deliver tailored wealth solutions.

The role emphasizes proactive client engagement, service excellence, and cross-selling of wealth propositions and digital banking.

Qualifications

• Customer engagement is required.
• Basic planning and organizing abilities are essential.
• Appointment making skills are needed.
• RMP & WPT knowledge is required.
• Wealth management and proposition understanding is required.

Responsibilities

• Daily sales administrative tasks including organizing and submitting applications, scanning, and SQ review.
• Check and sign sales documents for line manager review and approval.
• Scan and file completed forms for reviews and follow-ups.
• Assist RM in replying to customer emails, banking transactions, and requests from premier clients (e.g., statements, fee waivers).
• Assist RM with customer complaints and follow-up tasks.
• Assist RM to create appointments when RM is unavailable.
• Identify customers not contacted quarterly and generate leads for RM follow-up.
• Monitor campaign calls and event triggers assigned by CVM and ensure timely actions.
• Assist RM with file reviews, CAMP, FCC calls, or related items for proper follow-ups.
• Cross-sell and refer customer needs to PRM.
• Educate customers on digital banking.
• Serve as main contact point beside RM; fulfil service needs face-to-face or by phone.
• Ensure accurate customer data in the bank system.

Skills

Customer engagement

Basic Planning and Organizing

Appointment Making skills

RMP & WPT

Wealth Management and Proposition

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