Premier Relationship Manager, HSBC

HSBC

Location:
Malaysia, Muar

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The role involves managing high-value Premier customers, acquiring and upgrading customers to Premier, conducting financial reviews, embedding customer loyalty, and achieving IWPB objectives. Candidates will need to have significant financial services and sales experience, technical skills in wealth management, and relevant certifications.

Job Responsibility:

Managing our highest value customers where professionalism, customer focus and a broad understanding of the fundamentals of financial planning are critical
Acquiring, cross selling, and retaining a portfolio of Premier customers
Active management of a portfolio of Premier customers, including full reviews to address immediate and future financial requirements
Acquiring new HSBC customers and upgrading existing customers to Premier
Reviewing the portfolio to identify cross selling opportunities and embed customer loyalty
Attracting business to reinstate eligibility or transferring out of portfolio in a customer-driven manner
Understanding and delivering the required service quality standards
Maximizing growth in the portfolio and achieving IWPB plan/metrics
Identifying opportunities for wealth reviews and referring them to appropriate wealth advisers
Ensuring balanced risk operating environment with Compliance, Credit & Risk, and Internal Control

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
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
Immediate right to work locally and no relocation needed

What we offer:

Continuous professional development
Flexible working opportunities
Opportunities to grow within an inclusive and diverse 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 Manager

HSBC

Location:Malaysia, Muar

Category:Banking

Contract Type:Employment contract