Premier Relationship Banker, Bayan Baru

HSBC
Malaysia
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Relationship management","Sales orientation","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, while delivering needs-based sales and services of HSBC retail products. Refer mortgage opportunities to the Mortgage Arranger and ensure wealth sales best practices are shared. Maintain full compliance with product and sales policies and guidelines set by the Bank and relevant authorities.

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HSBC
HSBC
1 day ago

Premier Relationship Banker, Bayan Baru

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Last checked: 4 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, while delivering needs-based sales and services of HSBC retail products. Refer mortgage opportunities to the Mortgage Arranger and ensure wealth sales best practices are shared. Maintain full compliance with product and sales policies and guidelines set by the Bank and relevant authorities.
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-quality sales and services of HSBC retail products using needs-based selling.
  • •Refer mortgage business to Mortgage Arranger (MA).
  • •Ensure compliance with products 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 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 for insurance and investment products.
  • •Fluent spoken English and Bahasa Malaysia; proficiency to converse in Mandarin/Cantonese is an added advantage.
Experience:High net worthWealth managementInsuranceInvestment products
Education:Bachelor's
Skills:Relationship managementSales orientationInfluencingNetworkingPortfolio management
Licenses:PCETBECEILLIFIMMIPPC
Languages:EnglishBahasa MalaysiaMandarinCantonese

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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