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

HSBC
Malaysia
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsSkills: ["Communication","Client focus","Influencing","Networking","Portfolio management"]

Manage a portfolio of Premier customers in the branch, acting as a trusted adviser for their immediate and future financial needs. Acquire, cross-sell, and retain Premier clients by completing full portfolio reviews, upgrading customers to Premier, and identifying wealth review opportunities for referrals. Ensure service quality standards and compliance with applicable group and regulatory requirements while driving growth against IWPB plan/metrics.

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FursaFursa
HSBC
HSBC
3 days ago

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

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Manage a portfolio of Premier customers in the branch, acting as a trusted adviser for their immediate and future financial needs. Acquire, cross-sell, and retain Premier clients by completing full portfolio reviews, upgrading customers to Premier, and identifying wealth review opportunities for referrals. Ensure service quality standards and compliance with applicable group and regulatory requirements while driving growth against IWPB plan/metrics.
Location: Malaysia
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage a customer-facing portfolio of Premier customers, completing full reviews to address current and future financial requirements.
  • •Acquire, cross-sell, and retain Premier customers, ensuring achievement of branch and IWPB business performance measures.
  • •Acquire new-to-HSBC Premier customers and upgrade eligible existing customers to Premier as their trusted adviser.
  • •Review the portfolio to identify cross-selling opportunities and embed customer loyalty by meeting customer needs.
  • •Ensure compliance and service quality standards (including published Service Level Agreements) while running the portfolio under the Target Operating Model (TOM) and referring wealth review opportunities to the appropriate wealth adviser.

Key Requirements

  • •A recognized tertiary Diploma / Degree qualification.
  • •Minimum 5 years of proven and progressive financial services and/or retail sales experience (or equivalent).
  • •Evidence of strong sales results in insurance and investment products.
  • •Relationship management experience with high net worth clients.
  • •Strong technical skills in wealth management with sales orientation, networking, and portfolio management skills.
Experience:5+ yearsFinancial servicesRetail bankingWealth management
Skills:CommunicationClient focusInfluencingNetworkingPortfolio management
Licenses:Pre Contract Examination - Life and Insurance (PCE)Federation of Investment Managers - Unit TrustMalaysian Takaful Association License (MTA)
Certifications:Certified Financial Planner (CFP)Investor Protection Professional Certification (IPPC)
Languages:English

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