Premier Relationship Banker, Puchong (Puchong, Kuala Lumpur, 10, MY, 47100)

HSBC
Kuala Lumpur
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Relationship management","Sales orientation","Influencing","Networking","Portfolio management"]

Manage, acquire, and deepen Premier customers’ relationships by delivering effective needs-based selling and comprehensive financial planning. Drive revenue and AUM growth expectations while ensuring sales and services of HSBC retail products align with customer needs. Coordinate wealth sales best practices with peers, refer mortgage opportunities to the Mortgage Arranger, and maintain strict adherence to product and sales compliance requirements.

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HSBC
HSBC
2 days ago

Premier Relationship Banker, Puchong (Puchong, Kuala Lumpur, 10, MY, 47100)

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Last checked: 7 hours agoStatus: Live

Job Summary

Manage, acquire, and deepen Premier customers’ relationships by delivering effective needs-based selling and comprehensive financial planning. Drive revenue and AUM growth expectations while ensuring sales and services of HSBC retail products align with customer needs. Coordinate wealth sales best practices with peers, refer mortgage opportunities to the Mortgage Arranger, and maintain strict adherence to product and sales compliance requirements.
Location: Kuala Lumpur
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Manage, acquire, grow, and deepen Premier customers’ relationships through effective relationship management.
  • •Drive revenue and AUM growth 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 wealth sales are referred to peers and others.
  • •Ensure compliance with product and sales policies, procedures, and guidelines at all times.

Key Requirements

  • •Experience in relationship management of High Net Worth (HNW) clients is preferred.
  • •A recognized tertiary Diploma/Degree qualification.
  • •Relevant licence in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, IPPC is required.
  • •Strong sales track record in insurance and investment products; sales oriented and driven to produce results.
  • •Fluent in spoken English and Bahasa Malaysia; Mandarin/Cantonese proficiency is an added advantage.
Education:Bachelor's
Skills:Relationship managementSales orientationInfluencingNetworkingPortfolio 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