Premier Relationship Banker, Kuching

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

Manage, acquire, grow, and deepen Premier customers’ relationships by delivering holistic financial planning that drives revenue and AUM growth. Provide needs-based selling of HSBC retail products and ensure appropriate referrals for mortgage and wealth sales best practices. Maintain strict compliance with product and sales policies and relevant authorities while collaborating with colleagues to achieve divisional business targets.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
2 days ago

Premier Relationship Banker, Kuching

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Manage, acquire, grow, and deepen Premier customers’ relationships by delivering holistic financial planning that drives revenue and AUM growth. Provide needs-based selling of HSBC retail products and ensure appropriate referrals for mortgage and wealth sales best practices. Maintain strict compliance with product and sales policies and relevant authorities while collaborating with colleagues to achieve divisional business targets.
Location: Malaysia
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

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 high levels of sales and services of HSBC retail products based on needs-based selling.
  • •Refer mortgage business to the Mortgage Arranger (MA) and ensure best-practice wealth sales referrals.
  • •Ensure compliance with wealth product and sales policies, procedures, and guidelines at all times.

Key Requirements

  • •Experience in relationship management of high net worth clients is preferred.
  • •A recognized tertiary Diploma/Degree qualification.
  • •Relevant licence in marketing wealth and investment products (e.g., PCE, TBE, CEILLI, FIMM, IPPC) is required.
  • •Evidence of a strong sales track record in insurance and investment products.
  • •Fluent in spoken English and Bahasa Malaysia; proficiency to converse in Mandarin/Cantonese is an added advantage.
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