Premier Wealth Relationship Specialist

HSBC Holdings plc; Kuala Lumpur; On-site; MYR 55,000 - 110,000; Full time

Job summary

HSBC Holdings plc in Kuala Lumpur seeks a Premier Relationship Officer within International Wealth and Premier Banking to define and manage client relationships and drive divisional targets.

You will be the primary contact for premier clients, perform daily sales administration, assist RM, educate clients on digital banking, and uphold high service standards.

This role emphasizes proactive client engagement, cross-selling, and accurate data updates in the bank system.

Qualifications

• Basic Planning and Organizing.
• RMP & WPT.
• Wealth Management and Proposition.

Responsibilities

• Daily Sales administrative task and processing of sales forms.
• Assist RM with customer inquiries, statements, and requests from premier clients.
• Educate customers on digital banking and proactive service updates.
• Cross-sell products and refer needs to PRM.
• Ensure accurate customer information in the bank system and respond to campaigns.

Skills

Planning & Organizing

RMP & WPT

Wealth Management

Job description

HSBC Holdings plc in Kuala Lumpur seeks a Premier Relationship Officer within International Wealth and Premier Banking to define and manage client relationships and drive divisional targets.

You will be the primary contact for premier clients, perform daily sales administration, assist RM, educate clients on digital banking, and uphold high service standards.

This role emphasizes proactive client engagement, cross-selling, and accurate data updates in the bank system.