Premier Relationship Officer, Klang

HSBC
Malaysia
Workplace: OnsiteFull timeFunction: Communications, PR & CommunitySkills: ["Customer engagement","Planning and organizing","Appointment making","Cross-selling support","Customer service"]

Serve as a key contact for premier banking clients alongside Relationship Managers within International Wealth and Premier Banking. Manage day-to-day sales administration, document processing, and customer file accuracy, while assisting with email responses, appointment scheduling, complaints follow-up, and account opening. Support proactive customer outreach, cross-selling referrals to PRM, and educate clients on digital banking solutions, ensuring high-quality service in branch and phone interactions.

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FursaFursa
HSBC
HSBC
4 hours ago

Premier Relationship Officer, Klang

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Serve as a key contact for premier banking clients alongside Relationship Managers within International Wealth and Premier Banking. Manage day-to-day sales administration, document processing, and customer file accuracy, while assisting with email responses, appointment scheduling, complaints follow-up, and account opening. Support proactive customer outreach, cross-selling referrals to PRM, and educate clients on digital banking solutions, ensuring high-quality service in branch and phone interactions.
Location: Malaysia
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community

Key Responsibilities

  • •Complete and verify sales application forms for submission, scanning, and SQ review.
  • •Check and sign sales documents for line manager verification and approval; scan and file completed forms in customer files.
  • •Assist Relationship Managers with customer emails, banking transaction requests, and service requests (e.g., statements, fee waivers).
  • •Handle customer complaints/investigations and follow-up tasks; create appointments when the RM is unavailable.
  • •Support cross-sell/referrals, educate customers on digital banking, maintain accurate customer information, and temporarily cover resigned RM portfolios to fulfill service needs.

Key Requirements

  • •Provide customer engagement support as a main contact point for premier clients.
  • •Plan and organize daily work, including appointment making and service requests.
  • •Support RMP and WPT-related tasks and knowledge of wealth management propositions.
  • •Handle wealth management and proposition needs for premier clients.
  • •Due to local laws and governance, candidates with immediate right to work locally and no relocation need will be prioritized.
Skills:Customer engagementPlanning and organizingAppointment makingCross-selling supportCustomer service
Tech Stack:RMPWPTCAMPFCCCVMSQ reviewDigital banking

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