Premier Relationship Director, HSBC

HSBC

Location:
Malaysia, Johor Bahru

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Premier Relationship Director will manage HSBC relationships with the bank's highest value clients, focusing on acquisition, development, and retention of client portfolios while delivering tailored wealth solutions.

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
Get to know clients on a personal and professional level to understand their short and long term financial goals
Use deep understanding of the client’s situation and external market knowledge to challenge clients and provide financial advice
Review the Top Tier portfolio regularly to identify opportunities to use the distinctive capabilities of HSBC, spanning lines of business and geography, to the advantage of the client
Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners
Understand and adhere to local and global compliance requirements
Ensure that the portfolio is effectively run within the Wealth and Personal Banking Target Business Model (TBM) and delivers to the Top Tier Proposition as defined by HSBC Group

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

Nice to have:

CFA certification
CFP certification

What we offer:

Continuous professional development
Flexible working opportunities
Inclusion and diversity supportive environment

Additional Information:

Job Posted:
May 26, 2025

Expiration:
June 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Premier Relationship Director