Premier Wealth Relationship Banker

HSBC; Sandakan; On-site; MYR 90,000 - 150,000; Full time

Job summary

HSBC in Malaysia seeks an ambitious Premier Relationship Banker within International Wealth and Premier Banking (IWPB) to grow Premier clients’ wealth and maintain high-net-worth relationships. You will work with colleagues to meet divisional targets while delivering tailored financial planning solutions.

Key duties include driving revenue through wealth planning, guiding clients on investment and insurance products, and referring mortgage services when appropriate.

Qualifications

• Diploma or degree in a relevant field.
• Strong sales track record in wealth/investment products is preferred.
• Licence in wealth/investment products such as PCE, TBE, CEILLI, FIMM, IPPC is required.
• Fluency in English and Bahasa Malaysia; Mandarin/Cantonese an advantage.

Responsibilities

• Manage, acquire, grow and deepen Premier customers’ relationships through effective relationship management.
• Drive revenue and AUM growth 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 referred to peers and others.
• Ensure compliance with products and sales policies, procedures and guidelines.

Skills

Relationship management

Sales

Portfolio management

Networking

Bilingual English & BM

Education

Diploma or Degree

Job description

HSBC in Malaysia seeks an ambitious Premier Relationship Banker within International Wealth and Premier Banking (IWPB) to grow Premier clients’ wealth and maintain high-net-worth relationships. You will work with colleagues to meet divisional targets while delivering tailored financial planning solutions.

Key duties include driving revenue through wealth planning, guiding clients on investment and insurance products, and referring mortgage services when appropriate.