Premier Relationship Manager, Kota Kinabalu (Kota Kinabalu, 12, MY, 88000)

HSBC
Malaysia
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Client focus","Influencing","Sales","Relationship management"]

Premier Relationship Manager responsible for managing a high-value Premier portfolio within HSBC International Wealth and Premier Banking. You will acquire, cross-sell and retain Premier clients, conduct full reviews of their financial needs, and partner with branch and wealth advisers to meet business objectives while upholding service standards and risk controls.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
5 months ago

Premier Relationship Manager, Kota Kinabalu (Kota Kinabalu, 12, MY, 88000)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Premier Relationship Manager responsible for managing a high-value Premier portfolio within HSBC International Wealth and Premier Banking. You will acquire, cross-sell and retain Premier clients, conduct full reviews of their financial needs, and partner with branch and wealth advisers to meet business objectives while upholding service standards and risk controls.
Location: Malaysia
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Manage a portfolio of Premier customers with professionalism and a strong focus on client needs.
  • •Acquire, cross-sell and retain Premier customers, coordinating with branch and direct teams to achieve IWPB performance targets.
  • •Conduct full reviews of Premier clients to address current and future financial requirements.
  • •Upgrade customers to Premier and act as trusted adviser to your portfolio.
  • •Identify cross-selling opportunities and maintain customer loyalty while meeting service standards and regulatory requirements.

Key Requirements

  • •A recognized tertiary Diploma / Degree qualification.
  • •Minimum of five (5) years proven and progressive financial services and/or retail sales experience or equivalent.
  • •Evidence of strong sales results in insurance and investment products.
  • •Relationship management experience with high net worth clients
  • •Strong technical skills in wealth management
Experience:5+ yearsWealth managementFinancial services
Education:Bachelor's
Skills:CommunicationClient focusInfluencingSalesRelationship management
Certifications:CFPPCEMTAIPPC

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