Premier Relationship Manager, Johor Bahru

HSBC
Johor Bahru
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Client focus","Influencing","Sales orientation","Portfolio management"]

Manage a portfolio of Premier customers in a customer-facing role, using financial planning expertise to review needs, drive loyalty, and deliver service quality against published service level agreements. Acquire new Premier customers, cross-sell and retain the portfolio, and upgrade customers within HSBC. Identify wealth review opportunities and refer to wealth advisers, while ensuring growth targets and compliance with relevant group and regulatory standards.

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FursaFursa
HSBC
HSBC
1 day ago

Premier Relationship Manager, Johor Bahru

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Job Summary

Manage a portfolio of Premier customers in a customer-facing role, using financial planning expertise to review needs, drive loyalty, and deliver service quality against published service level agreements. Acquire new Premier customers, cross-sell and retain the portfolio, and upgrade customers within HSBC. Identify wealth review opportunities and refer to wealth advisers, while ensuring growth targets and compliance with relevant group and regulatory standards.
Location: Johor Bahru
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage high-value Premier customers, providing trusted advisory through strong financial planning fundamentals.
  • •Acquire, cross-sell, and retain a Premier customer portfolio to achieve IWPB business performance measures and plan.
  • •Perform full portfolio reviews to address customers’ immediate and future financial requirements.
  • •Identify cross-selling opportunities and embed customer loyalty by meeting customer needs.
  • •Maximize growth in the portfolio by leading Premier activities in-branch, ensuring compliance with relevant group standards and regulatory requirements, including referring wealth review opportunities to appropriate wealth advisers.

Key Requirements

  • •A recognized tertiary Diploma/Degree qualification.
  • •Minimum 5 years of proven and progressive financial services and/or retail sales experience (or equivalent).
  • •Evidence of strong sales results in insurance and investment products, with high net worth relationship management experience.
  • •Strong technical skills in wealth management and sound knowledge of financial services products and client relationship management systems.
  • •Hold required licenses/certifications including 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).
Experience:5+ yearsFinancial servicesRetail salesWealth managementInsuranceInvestmentsHigh net worthBanking
Education:Bachelor's
Skills:CommunicationClient focusInfluencingSales orientationPortfolio management
Certifications:Certified Financial Planner (CFP)Pre Contract Examination - Life and Insurance (PCE)Federation of Investment Managers - Unit TrustMalaysian Takaful Association License (MTA)Investor Protection Professional Certification (IPPC)
Languages:EnglishLocal languages

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn