Premier Relationship Director, HSBC

HSBC

Location:
Malaysia, Penang

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

This role involves managing HSBC's highest value clients, acquiring and developing relationships with Top Tier Premier clients, and delivering tailored financial solutions based on deep market knowledge. The position is part of HSBC's International Wealth and Premier Banking team and focuses on providing world-class banking and wealth management services.

Job Responsibility:

Acquire, develop and retain relationships with a portfolio of Top Tier Premier clients
Build trusting relationships with existing and potential Top Tier Premier clients
Help clients articulate their needs and deliver to exceed client expectations
Understand clients' short and long-term financial goals
Use deep market knowledge to challenge clients and provide financial advice
Review the Top Tier portfolio regularly to identify opportunities
Increase client loyalty through direct engagement or collaboration with internal partners
Adhere to local and global compliance requirements
Ensure performance of the portfolio within the Wealth and Personal Banking Target Business Model

Requirements:

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
If internal, in-depth understanding of HSBC Global House Views
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
Candidates with immediate right to work locally and no relocation needed will be prioritized

Nice to have:

CFA or CFP certification
familiarity with HSBC Global House Views

What we offer:

Continuous professional development
flexible working opportunities
inclusive and diverse work environment

Additional Information:

Job Posted:
August 26, 2025

Expiration:
September 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Premier Relationship Director