Premier Relationship Banker, Miri (Miri, 13, MY, 98000)

HSBC
Malaysia
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: associatesSkills: ["Communication","Sales","Relationship management","Networking","Influencing"]

Lead relationship management for Premier clients in Miri, driving revenue and AUM through holistic financial planning, cross-selling HSBC wealth and retail products, while ensuring compliance and leveraging cross-functional collaboration.

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HSBC
HSBC
5 months ago

Premier Relationship Banker, Miri (Miri, 13, MY, 98000)

âś“ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Closed
Reposted: similar role first listed 6 months ago

Job Summary

Lead relationship management for Premier clients in Miri, driving revenue and AUM through holistic financial planning, cross-selling HSBC wealth and retail products, while ensuring compliance and leveraging cross-functional collaboration.
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 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 Mortgage Arranger (MA).
  • •Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered to at all times.

Key Requirements

  • •High Net Worth relationship management experience preferred
  • •Tertiary Diploma / Degree qualification
  • •Relevant licence in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, IPPC
  • •Evidence of a strong sales track record in insurance and investment products
  • •Sales-oriented, driven to produce results; highly skilled in influencing, networking and portfolio management
Experience:Wealth managementBanking
Education:Associate's
Skills:CommunicationSalesRelationship managementNetworkingInfluencing
Certifications:PCETBECEILLIFIMMIPPC
Languages:EnglishBahasa MalaysiaMandarin

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