Top-Tier Wealth Relationship Director

HSBC; Subang Jaya; On-site; MYR 360,000 - 520,000; Full time

Job summary

HSBC Holdings plc in Malaysia is recruiting a Premier Relationship Director within International Wealth and Premier Banking. You will manage relationships with Top Tier Premier clients, articulate their needs and deliver wealth solutions across HSBC’s global platforms.

You will build trusted partnerships, review portfolios regularly, and work with Compliance, Credit & Risk to maintain a strong control environment while delivering exceptional client service.

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 the impact 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.

Responsibilities

• Acquire, develop and retain relationships with a portfolio of Top Tier Premier clients.
• Understand client goals and provide financial advice.
• Regularly review Top Tier portfolio to identify opportunities across HSBC.
• Collaborate with internal partners to meet client needs.
• Adhere to local and global compliance requirements.
• Ensure portfolio performance within TBM and Top Tier Proposition.

Skills

Client focus

Communication

Sales skills

Relationship management

Education

Bachelor's degree

CFA or CFP preferred

Job description

HSBC Holdings plc in Malaysia is recruiting a Premier Relationship Director within International Wealth and Premier Banking. You will manage relationships with Top Tier Premier clients, articulate their needs and deliver wealth solutions across HSBC’s global platforms.

You will build trusted partnerships, review portfolios regularly, and work with Compliance, Credit & Risk to maintain a strong control environment while delivering exceptional client service.