Premier Wealth Support Specialist

HSBC; Kuala Lumpur; On-site; MYR 50,000 - 75,000; Full time

Job summary

A global banking institution in Kuala Lumpur seeks a Premier Financial Officer to support Financial Consultant RMs in client management and enhance overall service delivery. The role emphasizes proactive client engagement and maintaining comprehensive knowledge of the premier banking proposition. Ideal candidates should possess strong organizational and communication skills, with a commitment to delivering exceptional customer service.

Benefits

Continuous professional development

Flexible working opportunities

Inclusive and diverse environment

Qualifications

• Experience in financial support in a banking environment.
• Basic planning and organizing skills required.
• Proven problem-solving abilities.

Responsibilities

• Support Financial Consultant RMs with client inquiries.
• Reduce administrative tasks for RMs to increase client meeting capacity.
• Provide sales support to RMs in wealth management.

Skills

Proactive in reviewing client needs

Strong organizational skills

Flexibility and adaptability

Excellent English communication skills

Strong time management skills

Job description

A global banking institution in Kuala Lumpur seeks a Premier Financial Officer to support Financial Consultant RMs in client management and enhance overall service delivery. The role emphasizes proactive client engagement and maintaining comprehensive knowledge of the premier banking proposition. Ideal candidates should possess strong organizational and communication skills, with a commitment to delivering exceptional customer service.