Premier Wealth Relationship Advisor

HSBC Holdings plc; Kuala Lumpur; On-site; MYR 60,000 - 110,000; Full time

Job summary

HSBC Holdings plc in Kuala Lumpur is seeking an ambitious Premier Relationship Banker to manage and grow Premier clients, delivering holistic financial planning and wealth management solutions.

You will build relationships, drive revenue and AUM, ensure compliance with policies, and leverage HSBC's international network to serve high-net-worth clients. Fluency in English and Bahasa Malaysia is preferred; Mandarin/Cantonese a plus. Urgent local hire.

Qualifications

• Candidate with experience in relationship Management of High Net Worth clients are preferred.
• A recognized tertiary Diploma / Degree qualification;
• Relevant licence in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, IPPC is required
• Evidence of strong sales track record insurance and investment products
• Sales oriented, driven to produce results.
• Highly skilled in influencing, networking and portfolio management skills
• Fluent in spoken English and Bahasa Malaysia; candidate with proficiency to converse in Mandarin / Cantonese would be an added advantage

Responsibilities

• Manage, acquire, grow and deepen Premier customers’ relationships through effective relationship management.
• Drive revenue and AUM growth expectations through holistic financial planning,
• Ensure a high level of sales and services of HSBC retail products based on needs based selling
• Refer mortgage business to Mortgage Arranger (MA)
• Ensure best practice on wealth sales is being referred to peers and others
• Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times

Skills

Relationship management

Sales skills

Networking

Financial planning

Education

Diploma / Degree qualification

Job description

HSBC Holdings plc in Kuala Lumpur is seeking an ambitious Premier Relationship Banker to manage and grow Premier clients, delivering holistic financial planning and wealth management solutions.

You will build relationships, drive revenue and AUM, ensure compliance with policies, and leverage HSBC's international network to serve high-net-worth clients. Fluency in English and Bahasa Malaysia is preferred; Mandarin/Cantonese a plus. Urgent local hire.