Premier Wealth Relationship Specialist

HSBC Holdings plc; Kuala Lumpur; On-site; MYR 50,000 - 84,000; Full time

Job summary

HSBC in Kuala Lumpur is seeking a Premier Relationship Officer within International Wealth and Premier Banking (IWPB). You will work alongside Relationship Managers to manage client inquiries, complete sales applications, process documentation, and support premier clients with wealth management services.

The role requires strong planning and organizational skills, with exposure to a global bank and opportunities for professional development in an inclusive team.

Qualifications

• Basic planning and organizing skills required.
• RMP & WPT knowledge desirable.
• Wealth management and propositions understanding.

Responsibilities

• Daily Sales administrative task.
• Organize and complete submission of sales forms.
• Assist RM by replying to client emails and handling requests.
• Support premier clients with digital banking and services.
• Refer client needs to PRM and assist in account openings.

Skills

Basic Planning and Organizing

RMP & WPT

Wealth Management and Proposition

Job description

HSBC in Kuala Lumpur is seeking a Premier Relationship Officer within International Wealth and Premier Banking (IWPB). You will work alongside Relationship Managers to manage client inquiries, complete sales applications, process documentation, and support premier clients with wealth management services.

The role requires strong planning and organizational skills, with exposure to a global bank and opportunities for professional development in an inclusive team.