Wealth Relationship Advisor, Premier Banking

HSBC Holdings plc; Kampung Malaysia Tambahan; On-site; MYR 42,000 - 66,000; Full time

Job summary

HSBC Bank Malaysia Berhad is seeking a Premier Relationship Officer to join the International Wealth and Premier Banking team in Malaysia. The role focuses on supporting relationship managers, handling daily sales admin, client communications, and ensuring accurate customer data while delivering premium service to premier clients.

You will work closely with RM to cross-sell wealth propositions and educate clients on digital banking, with local regulatory compliance guiding everyday tasks.

Qualifications

• Customer engagement and relationship building with clients.
• Basic planning and organizing skills.
• Appointment making skills.
• RMP & WPT knowledge.
• Wealth management and proposition knowledge.

Responsibilities

• Daily sales administrative tasks: organize, complete, and check all sales application forms for submission, scanning and SQ review.
• Assist RM in replying customer emails, banking transaction requests and other premier client requests.
• Assist RM to handle customer complaints or follow-up tasks.
• Assist RM to create appointments upon customer requests when RM is unavailable.
• Identify customers not contacted quarterly and create leads for RM.
• Remind RM to act on campaign call lists and event triggers assigned by CVM.
• Assist RM on file review / CAMP / FCC calls or monitoring for all FCC items.
• Cross-sell; refer customer needs to PRM.
• Educate customers on digital banking.
• Serve as main contact point beside RM to fulfil service needs.
• Ensure accurate customer information in the bank system.
• Temporarily hold resigned RM portfolio and fulfill their service needs.
• Assist RM in opening of accounts.

Skills

Customer engagement

Basic planning

Appointment making

RMP & WPT

Wealth management

Job description

HSBC Bank Malaysia Berhad is seeking a Premier Relationship Officer to join the International Wealth and Premier Banking team in Malaysia. The role focuses on supporting relationship managers, handling daily sales admin, client communications, and ensuring accurate customer data while delivering premium service to premier clients.

You will work closely with RM to cross-sell wealth propositions and educate clients on digital banking, with local regulatory compliance guiding everyday tasks.