HSBC

2 months ago

Premier Relationship Banker, Bayan Baru (Bayan Lepas, 07, MY, 11900)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Premier Relationship Banker focuses on managing and growing high-net-worth client relationships within HSBC Wealth and Personal Banking, driving revenue and assets under management through holistic financial planning,Needs-based selling of retail products, and referrals to mortgage and wealth specialists while ensuring compliance and best-practice in wealth sales.

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 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 Mortgage Arranger (MA).
•Ensure best practice on wealth sales is being referred to peers and others and ensure compliance with bank policies and guidelines.

Key Requirements

•Diploma or Degree qualification; tertiary qualification recognised
•Licence 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
•Sales oriented, driven to produce results
•Fluent in spoken English and Bahasa Malaysia; Mandarin/Cantonese would be an added advantage

Experience:BankingWealth management

Education:Bachelor's

Skills:CommunicationSalesNegotiationNetworkingPortfolio management

Certifications: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: 3.6

Website LinkedIn

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HSBC

2 months ago

Premier Relationship Banker, Bayan Baru (Bayan Lepas, 07, MY, 11900)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

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 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 Mortgage Arranger (MA).
•Ensure best practice on wealth sales is being referred to peers and others and ensure compliance with bank policies and guidelines.

Key Requirements

•Diploma or Degree qualification; tertiary qualification recognised
•Licence 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
•Sales oriented, driven to produce results
•Fluent in spoken English and Bahasa Malaysia; Mandarin/Cantonese would be an added advantage

Experience:BankingWealth management

Education:Bachelor's

Skills:CommunicationSalesNegotiationNetworkingPortfolio management

Certifications:PCETBECEILLIFIMMIPPC

Languages:EnglishBahasa MalaysiaMandarinCantonese

Company Brief

HSBC

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: 3.6

Website LinkedIn