Premier Wealth Relationship Consultant

HSBC Global Services Limited; Kuala Lumpur; On-site; MYR 67,000 - 112,000; Full time

Job summary

HSBC Bank Malaysia Berhad in Kuala Lumpur is seeking a Premier Relationship Officer to join the International Wealth and Premier Banking team, supporting premier clients with wealth management services alongside Relationship Managers.

The role emphasizes sales administration, client engagement, digital banking education, and proactive service delivery to open accounts and manage documentation for high-value clients.

Qualifications

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

Responsibilities

• Organize and complete sales application forms for submission and SQ review.
• Sign all sales documents for manager verification.
• Scan and file completed forms in customer file for review.
• Help RM respond to customer emails and banking requests.
• Assist RM to handle customer complaints and follow-ups.
• Create appointments for customers when RM is unavailable.
• Identify customers not contacted quarterly and generate leads.
• Monitor campaign call lists and event triggers assigned by CVM.
• Assist RM with file reviews and FCC-related follow-ups.
• Cross-sell and refer customer needs to PRM.
• Educate customers on digital banking.
• Serve as primary contact beside RM via face-to-face or phone.
• Ensure accurate customer information in bank system.
• Temporarily hold resigned RM portfolios and maintain service.
• Assist RM in opening new accounts.

Skills

Customer engagement

Planning and organizing

Appointment making

Relationship management (RMP)

Wealth management

Value proposition knowledge

Job description

HSBC Bank Malaysia Berhad in Kuala Lumpur is seeking a Premier Relationship Officer to join the International Wealth and Premier Banking team, supporting premier clients with wealth management services alongside Relationship Managers.

The role emphasizes sales administration, client engagement, digital banking education, and proactive service delivery to open accounts and manage documentation for high-value clients.