Premier Wealth Relationship Manager

HSBC; Kuala Kubu Bharu; On-site; MYR 60,000 - 90,000; Full time

Job summary

HSBC is seeking an ambitious Premier Relationship Banker in Malaysia to manage and deepen Premier customer relationships, driving revenue and AUM through holistic financial planning and needs-based selling.

You will refer mortgage opportunities, coordinate with wealth peers, and ensure adherence to product and sales policies while delivering exceptional service to high-net-worth clients.

Qualifications

• Diploma or degree in a relevant field.
• Evidence of strong sales track record.
• Fluent in English and Bahasa Malaysia; Mandarin/Cantonese a plus.

Responsibilities

• Manage Premier customers' relationships and grow assets under management.
• Drive revenue and AUM through holistic financial planning.
• Promote wealth products with needs-based selling and cross-sell where appropriate.
• Refer mortgage opportunities to Mortgage Arranger and coordinate with wealth peers.
• Ensure compliance with bank policies and regulatory guidelines.

Skills

Relationship management

Sales

Networking

Portfolio management

Communication

Education

Diploma / Degree

Tools

PCE Licence

TBE Licence

CEILLI Licence

FIMM Licence

IPPC Licence

Job description

HSBC is seeking an ambitious Premier Relationship Banker in Malaysia to manage and deepen Premier customer relationships, driving revenue and AUM through holistic financial planning and needs-based selling.

You will refer mortgage opportunities, coordinate with wealth peers, and ensure adherence to product and sales policies while delivering exceptional service to high-net-worth clients.