Premier Relationship Manager, Taman Molek (Johor Bahru, 01, MY, 81100)

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

Manage and grow a portfolio of Premier high-value customers in a customer-facing branch role. You will acquire new-to-HSBC Premier customers, upgrade existing customers, retain and actively review client needs, and identify cross-selling and wealth review opportunities. Partner with branch and direct teams to achieve IWPB business plan and metrics while maintaining service quality and compliance standards across financial planning, wealth management, and related regulatory requirements.

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FursaFursa
HSBC
HSBC
3 days ago

Premier Relationship Manager, Taman Molek (Johor Bahru, 01, MY, 81100)

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Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Manage and grow a portfolio of Premier high-value customers in a customer-facing branch role. You will acquire new-to-HSBC Premier customers, upgrade existing customers, retain and actively review client needs, and identify cross-selling and wealth review opportunities. Partner with branch and direct teams to achieve IWPB business plan and metrics while maintaining service quality and compliance standards across financial planning, wealth management, and related regulatory requirements.
Location: Johor Bahru
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage a portfolio of Premier customers, completing full reviews to establish and address immediate and future financial requirements.
  • •Acquire new Premier customers and upgrade existing HSBC customers, acting as the trusted adviser for the portfolio.
  • •Review the portfolio to identify cross-selling opportunities and embed customer loyalty by meeting customer needs.
  • •Identify wealth review opportunities and refer them to an appropriate wealth adviser.
  • •Lead Premier within the branch to maximize growth, achieve IWPB plan/metrics, and ensure service quality and compliance with applicable standards and requirements.

Key Requirements

  • •A recognized tertiary Diploma or Degree qualification.
  • •Minimum 5 years of proven, progressive financial services and/or retail sales experience.
  • •Evidence of strong sales results in insurance and investment products.
  • •Relationship management experience with high net worth clients.
  • •Strong communication, client focus, influencing, and portfolio management skills, including knowledge of wealth management and financial services products.
Experience:5+ yearsFinancial servicesRetail bankingWealth managementInsuranceInvestmentsHigh-net-worth
Education:Bachelor's
Skills:Customer focusInfluencingSales orientationNetworkingPortfolio managementRelationship managementFinancial planningCommunicationClient relationship management
Licenses: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