Premier Relationship Banker, Damansara Heights Branch (Kuala Lumpur, Federal Territory of Kuala Lumpur, MY, 50490)

HSBC
Kuala Lumpur
Workplace: OnsiteFull timeFunction: Government & Public AdministrationSkills: ["Sales orientation","Influencing","Networking","Portfolio management","Results-driven"]

Manage, acquire, grow, and deepen Premier clients’ relationships in the Damansara Heights branch by delivering holistic financial planning and driving revenue and AUM growth. Provide needs-based selling for HSBC retail products and ensure referrals for mortgage business to the Mortgage Arranger. Support compliant wealth and investment sales, and help ensure best-practice wealth selling is shared across peers, while adhering to all product and sales policies.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
1 day ago

Premier Relationship Banker, Damansara Heights Branch (Kuala Lumpur, Federal Territory of Kuala Lumpur, MY, 50490)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Manage, acquire, grow, and deepen Premier clients’ relationships in the Damansara Heights branch by delivering holistic financial planning and driving revenue and AUM growth. Provide needs-based selling for HSBC retail products and ensure referrals for mortgage business to the Mortgage Arranger. Support compliant wealth and investment sales, and help ensure best-practice wealth selling is shared across peers, while adhering to all product and sales policies.
Location: Kuala Lumpur
Workplace: Onsite
Employment Type: Full time
Job Function: Government & Public Administration
Seniority: Mid level

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 based on needs-based selling.
  • •Refer mortgage business to the Mortgage Arranger (MA).
  • •Ensure compliance with products and sales policies, procedures, and guidelines at all times.

Key Requirements

  • •Experience in relationship management for High Net Worth (HNW) clients is preferred.
  • •A recognized tertiary Diploma or Degree qualification.
  • •Relevant licences in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, IPPC are required.
  • •Evidence of a strong sales track record in insurance and investment products.
  • •Fluent English and Bahasa Malaysia; proficiency to converse in Mandarin or Cantonese is an added advantage.
Skills:Sales orientationInfluencingNetworkingPortfolio managementResults-driven
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