Premier Relationship Banker, Kota Kinabalu (Kota Kinabalu, 12, MY, 88000)

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

Manage, acquire, and deepen Premier customers’ relationships within International Wealth and Premier Banking. Drive revenue and AUM growth through holistic financial planning and needs-based selling of HSBC retail products, while ensuring correct referrals (e.g., mortgage business to the Mortgage Arranger). Maintain best-practice wealth sales referrals and consistently adhere to product and sales compliance policies and procedures.

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HSBC
HSBC
1 day ago

Premier Relationship Banker, Kota Kinabalu (Kota Kinabalu, 12, MY, 88000)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Manage, acquire, and deepen Premier customers’ relationships within International Wealth and Premier Banking. Drive revenue and AUM growth through holistic financial planning and needs-based selling of HSBC retail products, while ensuring correct referrals (e.g., mortgage business to the Mortgage Arranger). Maintain best-practice wealth sales referrals and consistently adhere to product and sales compliance policies and procedures.
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 a high level 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 are referred to peers and others.
  • •Ensure compliance with products 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 license in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, IPPC is required.
  • •Evidence of a strong sales track record in insurance and investment products.
  • •Fluent spoken English and Bahasa Malaysia; Mandarin/Cantonese proficiency is an advantage.
Skills:InfluencingNetworkingPortfolio managementSales orientationDriven to produce results
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