Premier Relationship Officer, Puchong

HSBC Holdings plc; Subang Jaya; On-site; MYR 60,000 - 90,000; Full time

Job summary

HSBC Holdings plc in Malaysia seeks a Premier Relationship Officer within International Wealth and Premier Banking (IWPB). You will work alongside the RM to drive sales, manage client inquiries, and promote digital banking while maintaining strong client relationships.

The role emphasizes proactive service, accurate data updates in bank systems, and cross-selling opportunities to meet divisional targets. Local work authorization is required.

Qualifications

• Basic planning and organizing skills are required.
• Knowledge of RMP & WPT processes is preferred.
• Understanding wealth management and proposition development is helpful.

Responsibilities

• Perform daily sales administrative tasks and manage submission forms.
• Organize, review, and file sales documents for SQ review and approval.
• Assist RM with customer emails, banking requests and premier client needs.
• Help handle customer complaints and follow up actions.
• Schedule appointments when the RM is unavailable and create leads.
• Cross-sell and refer customer needs to PRM as appropriate.
• Educate customers on digital banking and maintain accurate bank records.

Skills

Basic Planning and Organizing

RMP & WPT

Wealth Management

Proposition Development

Job description

Area of Interest: Branch and Retail Banking

Role Workstyle: Office Worker

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:

• Basic Planning and Organizing
• 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

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