Premier Wealth Relationship Banker - Kuala Lumpur

HSBC; Kuala Lumpur; Presencial; MYR 60.000 - 120.000; Jornada completa

Descripción de la vacante

HSBC Holdings plc in Kuala Lumpur is seeking an ambitious Premier Relationship Banker to manage and develop Premier client relationships. You will deliver tailored financial planning, cross-selling of wealth products, and ensure best-in-class service to high net worth clients.

You will refer mortgage and investment opportunities, ensure compliance, and work with a team to achieve divisional targets while upholding risk controls and local regulations.

Formación

• Experience in relationship management of high net worth clients preferred.
• Diploma or degree in a relevant discipline.
• Licences such as PCE, TBE, CEILLI, FIMM, IPPC required.
• Evidence of strong sales track record in insurance and investment products.
• Sales oriented, driven to produce results.
• Strong influencing, networking and portfolio management skills.
• Fluent in English and Bahasa Malaysia; Mandarin/Cantonese an added advantage.

Responsabilidades

• Manage, acquire, grow and deepen Premier customers’ relationships through effective relationship management.
• Drive revenue and AUM growth through holistic financial planning.
• Ensure 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.

Conocimientos

Relationship management

Sales

Financial planning

Networking

Portfolio management

Fluent English

Bahasa Malaysia

Mandarin/Cantonese

Educación

Diploma or Degree in relevant field

Descripción del empleo

HSBC Holdings plc in Kuala Lumpur is seeking an ambitious Premier Relationship Banker to manage and develop Premier client relationships. You will deliver tailored financial planning, cross-selling of wealth products, and ensure best-in-class service to high net worth clients.

You will refer mortgage and investment opportunities, ensure compliance, and work with a team to achieve divisional targets while upholding risk controls and local regulations.