Premier Relationship Officer, Bukit Bintang (Kuala Lumpur, Federal Territory of Kuala Lumpur, MY, 50250)

HSBC
Kuala Lumpur
Workplace: OnsiteFull timeFunction: Government & Public AdministrationSkills: ["Customer engagement","Planning","Appointment making","Document handling","Service orientation"]

Support Premier clients within International Wealth and Premier Banking by acting as a main contact point alongside the Relationship Manager. Manage sales-administration tasks for client applications and documentation, assist with customer emails and service requests, help handle complaints, and coordinate appointments. Help with lead identification, cross-sell referrals, digital banking education, accurate customer data updates, and portfolio handovers when needed.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
23 hours ago

Premier Relationship Officer, Bukit Bintang (Kuala Lumpur, Federal Territory of Kuala Lumpur, MY, 50250)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 54 minutes agoStatus: Live

Job Summary

Support Premier clients within International Wealth and Premier Banking by acting as a main contact point alongside the Relationship Manager. Manage sales-administration tasks for client applications and documentation, assist with customer emails and service requests, help handle complaints, and coordinate appointments. Help with lead identification, cross-sell referrals, digital banking education, accurate customer data updates, and portfolio handovers when needed.
Location: Kuala Lumpur
Workplace: Onsite
Employment Type: Full time
Job Function: Government & Public Administration

Key Responsibilities

  • •Complete daily sales administrative tasks, including organizing, checking, scanning, and submitting sales application forms for review.
  • •Check and sign sales documents and scan/file completed forms in the customer file for review, checks, and follow-ups.
  • •Assist the Relationship Manager with replying to customer emails and handling banking transaction requests and other premier client requests (e.g., statements, fee waivers).
  • •Investigate and assist with follow-up actions for customer complaints and other required tasks; create appointments when the RM is unavailable.
  • •Support cross-sell referrals and educate customers on digital banking, while ensuring proactive updates of accurate customer information in the bank system.

Key Requirements

  • •Engage with customers and support relationship management activities for premier clients.
  • •Organize and plan activities, including appointment making for customer requests.
  • •Support wealth management and proposition activities (RMP & WPT).
  • •Ability to assist RM on financial/banking requests such as statements, fee waivers, and transaction requests.
  • •Due to local laws and governance, candidates with immediate right to work locally and no relocation need will be prioritized.
Experience:Wealth managementDigital banking
Skills:Customer engagementPlanningAppointment makingDocument handlingService orientation

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