Premier Relationship Banker, Damansara Utama (Selangor, 10, MY, 47400)

HSBC
Malaysia
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Sales oriented","Results-driven","Influencing","Networking","Portfolio management","Compliance mindset"]

Manage and grow Premier customer relationships by delivering needs-based selling of HSBC retail products, driving revenue and AUM growth through holistic financial planning. Ensure best-practice wealth sales referrals, refer mortgage opportunities to the Mortgage Arranger, and maintain high service standards. Adhere to all product and sales compliance policies and procedures while supporting divisional business targets.

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HSBC
HSBC
1 day ago

Premier Relationship Banker, Damansara Utama (Selangor, 10, MY, 47400)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Manage and grow Premier customer relationships by delivering needs-based selling of HSBC retail products, driving revenue and AUM growth through holistic financial planning. Ensure best-practice wealth sales referrals, refer mortgage opportunities to the Mortgage Arranger, and maintain high service standards. Adhere to all product and sales compliance policies and procedures while supporting 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 a high level of sales and services of HSBC retail products based on needs-based selling.
  • •Refer mortgage business to the Mortgage Arranger and ensure best-practice wealth sales referrals to peers.
  • •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 or Degree qualification.
  • •Relevant licenses in marketing wealth and investment products (e.g., PCE, TBE, CEILLI, FIMM, IPPC) are required.
  • •Demonstrated strong sales track record in insurance and investment products.
  • •Fluent in spoken English and Bahasa Malaysia; Mandarin/Cantonese proficiency is an added advantage.
Skills:Sales orientedResults-drivenInfluencingNetworkingPortfolio managementCompliance mindset
Licenses:PCETBECEILLIFIMMIPPC
Languages:EnglishBahasa MalaysiaMandarinCantonese

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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