Top-Tier Wealth Relationship Director

HSBC; Klang City; On-site; MYR 250,000 - 300,000; Full time

Job summary

A leading financial institution is seeking a Premier Relationship Director in Klang City, Malaysia. The role involves managing the relationship with top-tier clients, developing portfolios, and ensuring adherence to compliance requirements. Candidates should have at least 8 years of experience in financial services, strong sales results, and excellent communication skills. A Bachelor's degree is required, with a preference for CFA or CFP qualifications. The position offers the opportunity for professional growth in a dynamic environment.

Benefits

Continuous professional development

Flexible working opportunities

Qualifications

• Minimum of 8 years in financial services, with 3 years as Relationship Manager.
• Proven sales results in wealth products.
• Ability to communicate in English and local languages.

Responsibilities

• Manage relationships with high-value clients.
• Acquire and develop Top Tier Premier clients.
• Adhere to local and global compliance requirements.

Skills

Strong client focus

Sales skills

Wealth management knowledge

Financial planning expertise

Communication skills

Education

Bachelor's degree or equivalent experience

Job description

A leading financial institution is seeking a Premier Relationship Director in Klang City, Malaysia. The role involves managing the relationship with top-tier clients, developing portfolios, and ensuring adherence to compliance requirements. Candidates should have at least 8 years of experience in financial services, strong sales results, and excellent communication skills. A Bachelor's degree is required, with a preference for CFA or CFP qualifications. The position offers the opportunity for professional growth in a dynamic environment.