Senior Wealth Relationship Manager

HSBC; Malacca City; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading global bank is seeking an experienced Premier Relationship Manager in Malacca to manage high-value customer portfolios. The ideal candidate will have a minimum of five years in financial services, and a strong sales track record in insurance and investment products. Responsibilities include acquiring new clients, cross-selling services, and maintaining service quality. Candidates must possess relevant licenses and strong relationship management skills. This role offers opportunities for professional development in a diverse work environment.

Benefits

Continuous professional development

Flexible working environment

Inclusive and diverse culture

Qualifications

• Minimum of five years of financial services or retail sales experience.
• Strong sales results in insurance and investment products.
• Experience with high net worth clients required.
• Technical skills in wealth management are essential.
• Licenses: Certified Financial Planner (CFP) and others.

Responsibilities

• Manage a portfolio of high-value customers.
• Acquire and retain Premier customers effectively.
• Identify cross-selling opportunities.
• Maximize growth in the portfolio and meet performance targets.

Skills

Relationship management

Sales orientation

Portfolio management

Communication skills

Client focus

Education

Tertiary Diploma / Degree

Tools

Client relationship management system

Job description

A leading global bank is seeking an experienced Premier Relationship Manager in Malacca to manage high-value customer portfolios. The ideal candidate will have a minimum of five years in financial services, and a strong sales track record in insurance and investment products. Responsibilities include acquiring new clients, cross-selling services, and maintaining service quality. Candidates must possess relevant licenses and strong relationship management skills. This role offers opportunities for professional development in a diverse work environment.