Senior Wealth Relationship Manager

HSBC; George Town; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial institution is seeking a Premier Relationship Manager in George Town, Malaysia. This role involves managing high-value customers and delivering tailored financial services to meet their needs. Candidates must possess a recognized tertiary qualification, at least five years of experience in financial services, and demonstrate strong sales results. The ideal candidate will also have relationship management experience with high-net-worth clients and strong technical skills in wealth management.

Qualifications

• Minimum of five years of financial services or retail sales experience.
• Evidence of strong sales results in insurance and investment products.
• Relationship management experience with high net worth clients.

Responsibilities

• Manage a portfolio of Premier customers and ensure their financial needs are met.
• Acquire and retain high value customers, providing tailored advice.
• Drive the growth of the portfolio and achieve business objectives.

Skills

Sales orientation

Strong communication

Client focus

Influencing skills

Portfolio management

Networking skills

Education

Recognized tertiary Diploma / Degree

Job description

A leading financial institution is seeking a Premier Relationship Manager in George Town, Malaysia. This role involves managing high-value customers and delivering tailored financial services to meet their needs. Candidates must possess a recognized tertiary qualification, at least five years of experience in financial services, and demonstrate strong sales results. The ideal candidate will also have relationship management experience with high-net-worth clients and strong technical skills in wealth management.