Premier Relationship Banker, Puchong

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

Manage, acquire, and deepen Premier customers’ relationships in International Wealth and Premier Banking. Drive revenue and AUM growth through holistic financial planning and needs-based selling of HSBC retail products and wealth solutions. Ensure mortgage business is referred to the Mortgage Arranger and that best-practice wealth sales are shared. Maintain strict adherence to product and sales compliance requirements and policies.

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HSBC
HSBC
3 days ago

Premier Relationship Banker, Puchong

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Last checked: 8 hours agoStatus: Live

Job Summary

Manage, acquire, and deepen Premier customers’ relationships in International Wealth and Premier Banking. Drive revenue and AUM growth through holistic financial planning and needs-based selling of HSBC retail products and wealth solutions. Ensure mortgage business is referred to the Mortgage Arranger and that best-practice wealth sales are shared. Maintain strict adherence to product and sales compliance requirements and policies.
Location: Kuala Lumpur
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 using needs-based selling.
  • •Refer mortgage business to the Mortgage Arranger (MA) and ensure best-practice wealth sales are shared with peers.
  • •Ensure compliance with product and sales policies, procedures, and guidelines set by the bank and relevant authorities.

Key Requirements

  • •Experience in relationship management of high net worth (HNW) clients is preferred.
  • •A recognized tertiary Diploma or Degree qualification.
  • •Relevant licenses in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, and IPPC are required.
  • •Evidence of a strong sales track record in insurance and investment products.
  • •Fluent spoken English and Bahasa Malaysia; proficiency in Mandarin/Cantonese is an added advantage.
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