Premier Wealth Advisor for High-Value Clients

HSBC; George Town; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading banking institution in Malaysia is seeking an experienced Premier Relationship Manager. In this role, you will manage high-value customer relationships, promoting financial products and tailoring services to meet client needs. The ideal candidate has at least five years of experience in financial services, strong technical and relationship management skills, and a proven track record in delivering sales results. This role offers the opportunity to work in a dynamic team within a supportive environment.

Benefits

Professional development opportunities

Flexible working environment

Qualifications

• Minimum five years of financial services and/or retail sales experience.
• Proven results in insurance and investment sales.
• Strong technical skills in wealth management.

Responsibilities

• Manage high-value customer relationships.
• Acquire and retain Premier customers.
• Identify cross-sell opportunities.
• Conduct regular reviews of customer portfolios.

Skills

Sales results in insurance and investment products

Relationship management experience

Strong communication skills

Client focus

Influencing skills

Portfolio management skills

Networking skills

Education

Recognized tertiary Diploma / Degree

Tools

Client relationship management system

Job description

A leading banking institution in Malaysia is seeking an experienced Premier Relationship Manager. In this role, you will manage high-value customer relationships, promoting financial products and tailoring services to meet client needs. The ideal candidate has at least five years of experience in financial services, strong technical and relationship management skills, and a proven track record in delivering sales results. This role offers the opportunity to work in a dynamic team within a supportive environment.