Premier Relationship Banker, Damansara Utama Branch

HSBC
Malaysia
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: certificationSkills: ["Relationship management","Sales orientation","Influencing","Networking","Portfolio management"]

Manage and grow Premier customers’ relationships by acquiring, deepening, and delivering needs-based selling of HSBC retail products. Drive revenue and AUM growth through holistic financial planning, ensure best-practice wealth sales referrals, and coordinate mortgage referrals to the Mortgage Arranger. Maintain strict adherence to bank and regulatory compliance for products, sales policies, and procedures while supporting divisional business targets.

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HSBC
HSBC
3 hours ago

Premier Relationship Banker, Damansara Utama Branch

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Last checked: 3 hours agoStatus: Live

Job Summary

Manage and grow Premier customers’ relationships by acquiring, deepening, and delivering needs-based selling of HSBC retail products. Drive revenue and AUM growth through holistic financial planning, ensure best-practice wealth sales referrals, and coordinate mortgage referrals to the Mortgage Arranger. Maintain strict adherence to bank and regulatory compliance for products, sales policies, and procedures while supporting divisional business targets.
Location: Malaysia
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Manage, acquire, grow, and deepen Premier customers’ relationships through effective relationship management.
  • •Drive revenue and AUM growth expectations through holistic financial planning.
  • •Ensure a high level of sales and services of HSBC retail products using needs-based selling.
  • •Refer mortgage business to the Mortgage Arranger (MA).
  • •Ensure compliance with products and sales policies, procedures, and guidelines at all times.

Key Requirements

  • •Experience managing relationships with high net worth clients is preferred.
  • •Hold a recognized tertiary Diploma or Degree qualification.
  • •Possess relevant licensing for marketing wealth and investment products (e.g., PCE, TBE, CEILLI, FIMM, IPPC).
  • •Provide evidence of strong sales track record in insurance and investment products.
  • •Fluent in spoken English and Bahasa Malaysia; Mandarin/Cantonese proficiency is an added advantage.
Education:Certification / Diploma
Skills:Relationship managementSales orientationInfluencingNetworkingPortfolio management
Licenses:PCETBECEILLIFIMMIPPC
Languages:EnglishBahasa MalaysiaMandarinCantonese

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