Premier Relationship Manager, HSBC

HSBC

Location:
Malaysia, Penang

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The job involves managing high-value Premier customer portfolios, providing financial planning advice, acquiring new customers, and achieving business metrics. This role requires strong technical skills in wealth management, customer focus, and adherence to compliance standards.

Job Responsibility:

Managing highest value customers where professionalism, customer focus and understanding of financial planning are critical
Acquiring, cross selling, and retaining a portfolio of Premier customers
Active management of Premier customer portfolio by completing full reviews
Identifying cross selling opportunities and fostering customer loyalty
Attracting business to reinstate eligibility for non-qualifiers or transferring portfolios
Ensuring service standards meet Service Level Agreements
Achieving performance targets and collaborating with branch teams
Identifying opportunities for wealth reviews and referring relevant cases
Maximizing growth in portfolio and achieving International Wealth and Premier Banking (IWPB) metrics
Maintaining compliance with Group standards and local regulations.

Requirements:

A recognized tertiary Diploma / Degree qualification
Minimum of five (5) years proven and progressive financial services and / or retail sales experience or equivalent
Evidence of strong sales results in insurance and investment products
Relationship management experience with high net worth clients
Strong technical skills in wealth management
Strong communication, client focus and influencing skills
Strong sales orientation, networking and portfolio management skills
Sound knowledge of financial services products and services and the client relationship management system
Understand of business banking client segment and products and services
Individual will also need to have the following licenses, Certified Financial Planner (CFP), Pre Contract Examination - Life and Insurance (PCE), Federation of Investment Managers - Unit Trust, Malaysian Takaful Association License (MTA) and Investor Protection Professional Certification (IPPC)
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.

What we offer:

Continuous professional development
Flexible working
Inclusive and diverse environment
Growth opportunities.

Additional Information:

Job Posted:
June 09, 2025

Expiration:
July 08, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Premier Relationship Manager

HSBC

Location:Malaysia, Penang

Category:Banking

Contract Type:Employment contract