Premier Relationship Manager, HSBC

HSBC

Location:
Malaysia, Kuala Lumpur

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The role is a customer facing role managing our highest value customers where professionalism, customer focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.

Job Responsibility:

Acquire, cross sell and retain a portfolio of Premier customers
Active management of a portfolio of Premier customers, completing full reviews to establish and address their immediate and future financial requirements
Acquiring new to HSBC customers and upgrading existing HSBC customers to Premier - becoming the trusted adviser to that portfolio of customers
Reviewing the portfolio to identify cross selling opportunities and embed customer loyalty by meeting their needs
To identify non-qualifiers, attract business to reinstate eligibility or transfer out of portfolio in a customer-driven manner
To understand and deliver the standards of service quality required maintaining published Service Level Agreements
Accountable for the performance of your portfolio and need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined by Group
Creating and maintaining an environment where you and the wider Branch team maximize performance in achieving the WPB business objectives whilst providing the highest quality service
The identification of opportunities for wealth reviews and referring these to an appropriate wealth adviser are key activities to achieve your goal
The jobholder has prime responsibility for maximizing growth in their portfolio and achieving the WPB plan/metrics, lead Premier within the branch to ensure opportunities are identified and customer needs are met effectively, maximizing all available resources and compliance with the relevant Group standards including GHQ, HBEU and the Regulatory organisation as applied to the implementation of the WPB strategy in their country

Requirements:

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
Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
May 08, 2025

Expiration:
December 31, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Premier Relationship Manager

HSBC

Location:Malaysia, Kuala Lumpur

Category:Banking

Contract Type:Not provided