Premier Relationship Banker, Miri

HSBC
Malaysia
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Sales track record","Influencing","Networking","Portfolio management","Results orientation"]

Manage, acquire, grow, and deepen Premier customers’ relationships by delivering needs-based financial planning and driving revenue and AUM growth. Provide high-quality sales and service for HSBC retail products based on customer needs, while referring mortgage opportunities to the Mortgage Arranger. Ensure wealth sales best practices are shared and that all product, sales, and compliance policies are followed at all times.

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FursaFursa
HSBC
HSBC
3 days ago

Premier Relationship Banker, Miri

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Last checked: 8 hours agoStatus: Live

Job Summary

Manage, acquire, grow, and deepen Premier customers’ relationships by delivering needs-based financial planning and driving revenue and AUM growth. Provide high-quality sales and service for HSBC retail products based on customer needs, while referring mortgage opportunities to the Mortgage Arranger. Ensure wealth sales best practices are shared and that all product, sales, and compliance policies are followed at all times.
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).
  • •Ensure compliance with wealth sales and product/sales policies and procedures at all times, and refer best practices to peers and others.

Key Requirements

  • •Experience in relationship management of high net worth (HNW) 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 a strong sales track record in insurance and investment products.
  • •Fluency in spoken English and Bahasa Malaysia; proficiency in Mandarin or Cantonese is an added advantage.
Skills:Sales track recordInfluencingNetworkingPortfolio managementResults orientation
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
Glassdoor: 3.6
WebsiteLinkedIn