Premier Wealth Relationship Manager

HSBC; Kuala Kubu Bharu; On-site; MYR 90,000 - 140,000; Full time

Job summary

HSBC Bank Malaysia Berhad is seeking a Premier Relationship Banker to manage, grow, and deepen relationships with Premier clients. You will drive revenue and assets under management through holistic financial planning, and ensure compliant selling of wealth products.

Experience with high-net-worth clients and relevant wealth-product licences is preferred. Candidates should hold a tertiary Diploma or Degree and be fluent in English and Bahasa Malaysia, with Mandarin/Cantonese an added advantage.

Qualifications

• Experience in relationship management of high-net-worth clients preferred.
• Diploma/degree qualification required.
• Evidence of licences in wealth/investment products (PCE, TBE, CEILLI, FIMM, IPPC) would be advantageous.

Responsibilities

• Manage, acquire, grow and deepen Premier customers’ relationships.
• Drive revenue and AUM growth through holistic financial planning.
• Ensure compliant sales of HSBC wealth products and refer mortgage business as needed.
• Collaborate with peers to deliver best-in-class wealth management.

Skills

Relationship management

Sales

Networking

Portfolio management

Financial planning

Education

Diploma / Degree qualification

Job description

HSBC Bank Malaysia Berhad is seeking a Premier Relationship Banker to manage, grow, and deepen relationships with Premier clients. You will drive revenue and assets under management through holistic financial planning, and ensure compliant selling of wealth products.

Experience with high-net-worth clients and relevant wealth-product licences is preferred. Candidates should hold a tertiary Diploma or Degree and be fluent in English and Bahasa Malaysia, with Mandarin/Cantonese an added advantage.