Premier Relationship Officer, Puchong

HSBC; Puchong; On-site; MYR 45,000 - 78,000; Full time

Job summary

HSBC Bank Malaysia Berhad in Malaysia is seeking a Premier Relationship Officer to define, manage and achieve divisional targets within International Wealth and Premier Banking (IWPB).

You will support relationship managers by handling sales administration, customer inquiries, digital banking education, and proactive lead generation while delivering exceptional service to premier clients.

Qualifications

• Customer engagement skills required.
• Basic planning and organizing capabilities.
• Appointment making skills.
• RMP & WPT familiarity.
• Wealth management and proposition knowledge.

Responsibilities

• Organize and complete all sales application forms for submission and SQ review.
• Sign documents for line manager verification and approval.
• Scan and file completed sales applications for reviews, checks and follow ups.
• Assist RM in replying customers' emails, banking transaction requests and other requests from premier clients.
• Assist RM to handle customer complaints or other follow up tasks.
• Create appointments upon customer requests when RM is unavailable.
• Identify customers not contacted quarterly and create leads for RM follow up.
• Remind/monitor RM to act on campaign call lists and event triggers assigned by CVM.
• Assist RM on file review / CAMP / FCC checks or follow ups.
• Cross-sell and refer customer needs to PRM.
• Educate customers on digital banking.
• Serve as main contact point beside RM, fulfilling service needs by face-to-face or phone.
• Ensure accurate customer information in the bank system.
• Temporarily hold resigned RM portfolios and maintain service.
• Assist RM in opening new accounts.

Skills

Customer engagement

Basic planning and organizing

Appointment making

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.

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

Responsibilities:

• Daily Sales administrative task:
  1. Organize and complete/check all sales application forms for submission, scanning and for SQ review
  2. Check and Sign all the sales documents for line manager to verify and approve.
  3. 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