Top Tier Wealth Relationship Director

HSBC Holdings plc; Penang; On-site; MYR 300,000 - 600,000; Full time

Job summary

HSBC is seeking an ambitious Premier Relationship Director in Penang to manage top-tier Premier clients, build lasting partnerships and deliver wealth solutions. You will articulate client needs, provide financial advice, and leverage HSBC capabilities across geographies to grow portfolios.

You will review portfolios regularly, ensure compliance, and collaborate with internal teams to exceed client expectations while maintaining high professional standards in a dynamic, global wealth environment.

Qualifications

• Bachelor's degree or its equivalent experience.
• Minimum of 8 years proven and progressive financial services, and at least 3 years as Relationship Manager.
• Evidence of strong client recommendation and sales results in wealth products.
• Equivalent relationship management experience in managing high net worth client portfolios preferred.
• Expert knowledge in financial planning and wealth products.
• Sound knowledge of macroeconomics/microeconomics/local market developments.
• Expert knowledge of external regulatory framework relevant to wealth management.
• Strong client focus and ability to develop long term partnerships with clients.
• Ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
• Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country.
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
• Able to communicate well in English and local languages.
• Attain appropriate professional and regulatory qualifications as required(CFA or CFP is preferred)
• Ambitious in providing the highest standards of delivery to colleagues and clients
• Shows ability to set stretch goals for self and the ability to deliver these with courage and tenacity
• Authentic and shows ability to engage with colleagues and clients
• Able to make considered decisions that protect HSBC & Global Wealth values, reputation and businesses
• Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized

Responsibilities

• Acquire, develop and retain relationships with a portfolio of Top Tier Premier clients.
• Build trusting relationships with existing and potential Top Tier Premier clients, articulate needs, and deliver to exceed client expectations.
• Know clients personally and professionally to understand short and long term financial goals and provide financial advice.
• Review the Top Tier portfolio regularly to identify opportunities to use HSBC capabilities across lines of business and geography for client advantage.
• Increase client loyalty by meeting needs directly or through proactive collaboration with other internal partners.
• Understand and adhere to local and global compliance requirements.
• Accountable for portfolio performance and ensure it operates within TBM delivering Top Tier Proposition.

Skills

Relationship Mgmt

Sales Results

Wealth Planning

Client Focus

English Local Langs

Education

Bachelor's degree

Job description

HSBC is seeking an ambitious Premier Relationship Director in Penang to manage top-tier Premier clients, build lasting partnerships and deliver wealth solutions. You will articulate client needs, provide financial advice, and leverage HSBC capabilities across geographies to grow portfolios.

You will review portfolios regularly, ensure compliance, and collaborate with internal teams to exceed client expectations while maintaining high professional standards in a dynamic, global wealth environment.