Senior Premier Wealth Relationship Director

HSBC; George Town; On-site; MYR 250,000 - 300,000; Full time

Job summary

A leading financial services institution in Malaysia is seeking a Premier Relationship Director to manage the relationships with the bank's highest value clients. You will be responsible for acquiring and retaining Top Tier Premier clients while ensuring effective portfolio performance. The ideal candidate will have a Bachelor's degree, at least 8 years of experience in financial services, and possess strong client relationship management skills. This is an excellent opportunity to be part of an organization committed to professional development.

Qualifications

• Minimum of 8 years proven experience in financial services, including 3 years as a Relationship Manager.
• Expert knowledge in financial planning and wealth products is essential.
• Attendance of appropriate professional qualifications such as CFA or CFP is preferred.

Responsibilities

• Manage the HSBC relationship with the bank's highest value clients.
• Acquire, develop and retain relationships with Top Tier Premier clients.
• Accountable for the performance of the portfolio within set business model.

Skills

Client relationship management

Financial planning

Sales skills

Knowledge of macroeconomics

Communication in English

Education

Bachelor's degree or equivalent experience

Job description

A leading financial services institution in Malaysia is seeking a Premier Relationship Director to manage the relationships with the bank's highest value clients. You will be responsible for acquiring and retaining Top Tier Premier clients while ensuring effective portfolio performance. The ideal candidate will have a Bachelor's degree, at least 8 years of experience in financial services, and possess strong client relationship management skills. This is an excellent opportunity to be part of an organization committed to professional development.