Premier Wealth Relationship Advisor

HSBC Holdings plc; Puchong; On-site; MYR 45,000 - 78,000; Full time

Job summary

HSBC Bank Malaysia Berhad in Malaysia is seeking a Premier Relationship Officer to define, manage and achieve divisional targets within International Wealth and Premier Banking (IWPB).

You will support relationship managers by handling sales administration, customer inquiries, digital banking education, and proactive lead generation while delivering exceptional service to premier clients.

Qualifications

• Customer engagement skills required.
• Basic planning and organizing capabilities.
• Appointment making skills.
• RMP & WPT familiarity.
• Wealth management and proposition knowledge.

Responsibilities

• Organize and complete all sales application forms for submission and SQ review.
• Sign documents for line manager verification and approval.
• Scan and file completed sales applications for reviews, checks and follow ups.
• Assist RM in replying customers' emails, banking transaction requests and other requests from premier clients.
• Assist RM to handle customer complaints or other follow up tasks.
• Create appointments upon customer requests when RM is unavailable.
• Identify customers not contacted quarterly and create leads for RM follow up.
• Remind/monitor RM to act on campaign call lists and event triggers assigned by CVM.
• Assist RM on file review / CAMP / FCC checks or follow ups.
• Cross-sell and refer customer needs to PRM.
• Educate customers on digital banking.
• Serve as main contact point beside RM, fulfilling service needs by face-to-face or phone.
• Ensure accurate customer information in the bank system.
• Temporarily hold resigned RM portfolios and maintain service.
• Assist RM in opening new accounts.

Skills

Customer engagement

Basic planning and organizing

Appointment making

RMP & WPT

Wealth management and proposition

Job description

HSBC Bank Malaysia Berhad in Malaysia is seeking a Premier Relationship Officer to define, manage and achieve divisional targets within International Wealth and Premier Banking (IWPB).

You will support relationship managers by handling sales administration, customer inquiries, digital banking education, and proactive lead generation while delivering exceptional service to premier clients.