Premier Wealth Relationship Manager

HSBC Holdings plc; Kuching; On-site; MYR 50,000 - 80,000; Full time

Job summary

HSBC Malaysia, within International Wealth and Premier Banking (IWPB), is seeking an ambitious Premier Relationship Banker to manage, grow and deepen Premier clients’ relationships, driving revenue and AUM growth through holistic financial planning.

You will promote wealth and retail products based on needs-based selling, ensure adherence to bank policies and refer mortgage business to Mortgage Arranger where appropriate, while delivering excellent advisory support to high net worth clients.

Qualifications

• Candidate with experience in relationship management of High Net Worth clients is preferred.
• A recognized tertiary Diploma / Degree qualification is required.
• Relevant licence in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, IPPC is required
• Evidence of strong sales track record in insurance and investment products
• Sales oriented, driven to produce results
• Highly skilled in influencing, networking and portfolio management skills
• Fluent in spoken English and Bahasa Malaysia; proficiency in Mandarin / Cantonese would be an added advantage

Responsibilities

• Manage, acquire, grow and deepen Premier customers’ relationships through effective relationship management.
• Drive revenue and AUM growth expectations through holistic financial planning
• Ensure a 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 being referred to peers and others
• Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times

Skills

Relationship management

Sales orientation

Networking

Portfolio management

Influencing

Education

Diploma or Degree qualification

Job description

HSBC Malaysia, within International Wealth and Premier Banking (IWPB), is seeking an ambitious Premier Relationship Banker to manage, grow and deepen Premier clients’ relationships, driving revenue and AUM growth through holistic financial planning.

You will promote wealth and retail products based on needs-based selling, ensure adherence to bank policies and refer mortgage business to Mortgage Arranger where appropriate, while delivering excellent advisory support to high net worth clients.