Premier Wealth Advisor for HNW Clients

HSBC; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading global bank in Kuala Lumpur is seeking an experienced Premier Relationship Manager to manage high-value clients. The role involves acquiring new customers, cross-selling financial products, and ensuring exceptional service quality. Candidates must have a relevant degree and at least five years of financial services experience. A strong sales orientation and excellent communication skills are essential for success in this position.

Qualifications

• Minimum of five years proven experience in financial services or retail sales.
• Evidence of strong sales results in insurance and investment products.
• Strong technical skills in wealth management.

Responsibilities

• Manage highest value customers with professionalism and customer focus.
• Acquire, cross sell and retain a portfolio of Premier customers.
• Active management of Premier customers' financial requirements.

Skills

Relationship management with high net worth clients

Strong communication skills

Sales orientation

Portfolio management

Education

Tertiary Diploma / Degree qualification

Tools

Client relationship management system

Job description

A leading global bank in Kuala Lumpur is seeking an experienced Premier Relationship Manager to manage high-value clients. The role involves acquiring new customers, cross-selling financial products, and ensuring exceptional service quality. Candidates must have a relevant degree and at least five years of financial services experience. A strong sales orientation and excellent communication skills are essential for success in this position.