Premier Relationship Banker, Johor Bahru

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

Manage, acquire, and deepen Premier customers’ relationships, driving revenue and AUM growth through holistic, needs-based financial planning. Deliver a high level of sales and services across HSBC retail products, refer mortgage business to the Mortgage Arranger, and ensure wealth sales best practices are shared with peers. Maintain strict compliance with bank and regulatory policies for products and sales.

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HSBC
HSBC
1 week ago

Premier Relationship Banker, Johor Bahru

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live
Reposted: similar role first listed 4 weeks ago

Job Summary

Manage, acquire, and deepen Premier customers’ relationships, driving revenue and AUM growth through holistic, needs-based financial planning. Deliver a high level of sales and services across HSBC retail products, refer mortgage business to the Mortgage Arranger, and ensure wealth sales best practices are shared with peers. Maintain strict compliance with bank and regulatory policies for products and sales.
Location: Johor Bahru
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 through needs-based selling.
  • •Refer mortgage business to the Mortgage Arranger (MA).
  • •Ensure compliance with wealth sales and product policies, procedures, and guidelines at all times.

Key Requirements

  • •Experience in relationship management of high net worth clients is preferred.
  • •A recognized tertiary Diploma/Degree qualification.
  • •Relevant license in marketing wealth and investment products (e.g., PCE, TBE, CEILLI, FIMM, IPPC) is required.
  • •Evidence of a 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 managementBanking
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