Premier Relationship Banker, Klang Branch (Klang, 10, MY, 41150)

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

Manage, acquire, grow, and deepen Premier customers’ relationships through effective relationship management. Drive revenue and AUM growth using holistic financial planning, and deliver high-quality sales and services of HSBC retail products through needs-based selling. Refer mortgage opportunities to the Mortgage Arranger and ensure best-practice wealth sales are shared across peers. Maintain compliance with product and sales policies, procedures, and guidelines set by the Bank and regulators.

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FursaFursa
HSBC
HSBC
3 days ago

Premier Relationship Banker, Klang Branch (Klang, 10, MY, 41150)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Manage, acquire, grow, and deepen Premier customers’ relationships through effective relationship management. Drive revenue and AUM growth using holistic financial planning, and deliver high-quality sales and services of HSBC retail products through needs-based selling. Refer mortgage opportunities to the Mortgage Arranger and ensure best-practice wealth sales are shared across peers. Maintain compliance with product and sales policies, procedures, and guidelines set by the Bank and regulators.
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.
  • •Provide high-level sales and services of HSBC retail products using needs-based selling.
  • •Refer mortgage business to the Mortgage Arranger (MA).
  • •Ensure compliance with products and sales policies, procedures, and guidelines set by the Bank and relevant authorities.

Key Requirements

  • •Experience in relationship management of high net worth clients is preferred.
  • •Hold a recognized tertiary Diploma or Degree qualification.
  • •Relevant licences to market wealth and investment products such as PCE, TBE, CEILLI, FIMM, and IPPC are required.
  • •Demonstrated strong sales track record in insurance and investment products.
  • •Fluent in spoken English and Bahasa Malaysia; proficiency to converse in Mandarin or Cantonese is an added advantage.
Skills:Relationship managementSalesInfluencingNetworkingPortfolio 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
Glassdoor: 3.6
WebsiteLinkedIn