Premier Relationship Officer, Subang Jaya Branch

HSBC; Subang Jaya; On-site; MYR 36,000 - 48,000; Full time

Job summary

A leading financial institution in Subang Jaya is seeking a Premier Relationship Officer to support relationship managers and assist with client services. The role involves managing sales tasks, responding to customer inquiries, and conducting client follow-ups. Ideal candidates will have 1 to 3 years of experience in customer engagement and wealth management. This dynamic position offers opportunities to grow in a collaborative environment and focuses on delivering outstanding client service.

Qualifications

• Minimum 1 to 3 years working experience in a related field.

Responsibilities

• Organize and complete/check all sales application forms for submission.
• Assist RM in replying to customer’s mails and banking transaction requests.
• Handle/investigate customer complaints or follow-up work.
• Assist in diary appointment management and lead generation.

Skills

Customer engagement

Basic planning and organizing

Appointment making skills

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. 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 Subang branch in the role of Premier Relationship Officer, working together with colleagues to define, manage and achieve divisional business targets.

Principal Responsibilities:

• Daily Sales administrative task
  • 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
• Assist RM replying to 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 work.
• To assist RM in their diary appointment management / lead generation by arranging customer appointment and help to identify customer that has not been contacted quarterly.
• 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.

Qualifications - External

• Minimum 1 to 3 years working experience
• Customer engagement
• Basic planning and organizing
• Appointment making skills
• Wealth Management and proposition

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized.

To understand why our Wealth colleagues like working at HSBC, please visit www.hsbc.com/wealth-careers

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