Premier Wealth Client Advisor

Cari; Klang City; On-site; MYR 67,000 - 100,000; Full time

Job summary

HSBC Bank Malaysia Berhad is seeking a Premier Relationship Officer in Malaysia to support daily sales administration, client service, and lead generation for Premier clients. You will work closely with Relationship Managers, handling inquiries, digital banking education, and proactive client engagement.

You will act as the primary contact for clients and assist with account openings, document handling, and follow-ups to ensure service excellence in a fast-paced banking environment.

Qualifications

• Customer engagement is essential for client interactions and relationship building.
• Strong planning and organizing skills to manage appointments and tasks.
• Ability to schedule meetings and coordinate with RM and clients.
• Knowledge of wealth management concepts helpful for Premier clients.
• Understanding of banking products and digital service education for clients.

Responsibilities

• Daily Sales administrative task: organize and complete application forms for submission and review.
• Sign and verify documents with line manager approval.
• Scan and file sales forms in customer files for follow up reviews.
• Assist RM in replying client emails and handling bank statements or fee waivers.
• Help respond to customer inquiries and investigate complaints.
• Create client appointments when RM isn’t available.
• Identify inactive clients and generate leads for RM follow up.
• Monitor campaign lists and events triggers and ensure follow ups.
• Assist RM with file reviews and FCC-related follow ups.
• Refer client needs to PRM and educate about digital banking.
• Be the main contact point to fulfill service needs face-to-face or by phone.

Skills

Customer engagement

Planning and organizing

Appointment making

RMP & WPT

Wealth management

Job description

HSBC Bank Malaysia Berhad is seeking a Premier Relationship Officer in Malaysia to support daily sales administration, client service, and lead generation for Premier clients. You will work closely with Relationship Managers, handling inquiries, digital banking education, and proactive client engagement.

You will act as the primary contact for clients and assist with account openings, document handling, and follow-ups to ensure service excellence in a fast-paced banking environment.