Premier Wealth Relationship Manager

HSBC; Kuala Lumpur; On-site; MYR 150,000 - 210,000; Full time

Job summary

HSBC Bank Malaysia Berhad seeks an experienced Premier Relationship Manager to manage a high-net-worth portfolio and drive cross-sell opportunities. You will deliver wealth guidance, maintain strong relationships, and coordinate with the wealth advisory team to meet the IWPB targets.

The role emphasizes customer focus, compliance, and effective use of the client relationship system, with an emphasis on delivering world-class banking and wealth management services.

Qualifications

• Five (5) years proven and progressive financial services/retail sales experience or equivalent.
• Strong sales results in insurance and investment products.
• Relationship management experience with high net worth clients
• Strong technical skills in wealth management
• Strong communication, client focus and influencing skills
• Sound knowledge of financial services products and client relationship management systems
• Licenses: CFP, PCE, MTA Unit Trust, IPPC and MTA Life/Insurance credentials are preferred
• Ability to work with Compliance, Credit & Risk and Internal Control to ensure balanced risk

Responsibilities

• Manage a portfolio of Premier customers with professionalism and customer focus.
• Acquire, cross-sell and retain Premier customers in collaboration with branch and direct teams.
• Perform full reviews to address customers' immediate and future financial needs.
• Identify opportunities for wealth reviews and refer to wealth advisers.
• Ensure standards of service quality per published SLAs.
• Drive portfolio growth and achieve IWPB targets within regulatory guidelines.
• Lead Premier activities within the branch to optimize resources and outcomes.

Skills

Relationship management

Sales

Wealth management

Portfolio management

Communication skills

Networking

Financial planning

Education

Diploma / Degree

Tools

CRM system

Job description

HSBC Bank Malaysia Berhad seeks an experienced Premier Relationship Manager to manage a high-net-worth portfolio and drive cross-sell opportunities. You will deliver wealth guidance, maintain strong relationships, and coordinate with the wealth advisory team to meet the IWPB targets.

The role emphasizes customer focus, compliance, and effective use of the client relationship system, with an emphasis on delivering world-class banking and wealth management services.