Premier Relationship Banker, Sandakan

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

Manage and grow relationships with Premier customers by delivering needs-based selling of HSBC retail products and driving revenue and AUM growth. Contribute to divisional business target achievement through effective relationship management, referral of mortgage opportunities to the Mortgage Arranger, and best-practice wealth sales referrals. Ensure sales activities consistently comply with bank and regulatory policies and procedures.

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HSBC
HSBC
1 day ago

Premier Relationship Banker, Sandakan

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Manage and grow relationships with Premier customers by delivering needs-based selling of HSBC retail products and driving revenue and AUM growth. Contribute to divisional business target achievement through effective relationship management, referral of mortgage opportunities to the Mortgage Arranger, and best-practice wealth sales referrals. Ensure sales activities consistently comply with bank and regulatory 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 using needs-based selling.
  • •Refer mortgage business to the Mortgage Arranger (MA) and ensure best practice on wealth sales is referred to peers and others.
  • •Ensure compliance with products and sales policies, procedures, and guidelines set by the bank and relevant authorities.],
  • •travel
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Key Requirements

  • •Experience in relationship management of high net worth clients is preferred.
  • •A recognized tertiary Diploma or Degree qualification.
  • •Relevant licence in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, and IPPC is required.
  • •Evidence of strong sales track record in insurance and investment products.
  • •Fluent in spoken English and Bahasa Malaysia (Mandarin/Cantonese proficiency is an added advantage).
Experience:High net worthWealth managementInsuranceInvestment products
Skills:Relationship managementSalesInfluencingNetworkingPortfolio 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