Premier Relationship Officer, Desa Park City (Kuala Lumpur, Federal Territory of Kuala Lumpur, MY, 52100)

HSBC
Kuala Lumpur
Workplace: OnsiteFull timeFunction: Government & Public AdministrationSkills: ["Customer engagement","Planning","Organizing","Appointment making","Customer service","Cross-selling support"]

Partner with Premier Relationship Managers in International Wealth and Premier Banking to manage and meet divisional business targets. Support daily sales administrative tasks including processing sales forms and documents, scanning and filing, and assisting with customer email and transaction requests. Help investigate and follow up on complaints, create appointments, monitor event triggers and customer contact, and support cross-sell and client service needs. Maintain accurate customer information and assist with account opening.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
15 hours ago

Premier Relationship Officer, Desa Park City (Kuala Lumpur, Federal Territory of Kuala Lumpur, MY, 52100)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Partner with Premier Relationship Managers in International Wealth and Premier Banking to manage and meet divisional business targets. Support daily sales administrative tasks including processing sales forms and documents, scanning and filing, and assisting with customer email and transaction requests. Help investigate and follow up on complaints, create appointments, monitor event triggers and customer contact, and support cross-sell and client service needs. Maintain accurate customer information and assist with account opening.
Location: Kuala Lumpur
Workplace: Onsite
Employment Type: Full time
Job Function: Government & Public Administration

Key Responsibilities

  • •Complete and check sales application forms for submission, scanning, and SQ review.
  • •Check, sign, and file sales documents; assist with document scanning and follow-ups.
  • •Assist RMs by replying to customer emails and handling banking transaction requests and other premier client requests (e.g., statements, fee waivers).
  • •Support complaint handling and follow-up, create customer appointments when RMs are unavailable, and generate RM leads for customers not contacted quarterly.
  • •Help with cross-sell and referrals to PRM, educate customers on digital banking, update customer information in bank systems, and assist with account opening.

Key Requirements

  • •Engage with premier customers and support relationship management activities.
  • •Plan and organize daily tasks to support sales, follow-ups, and service needs.
  • •Use appointment-making skills to schedule customer requests when the RM is unavailable.
  • •Understand RMP and WPT and apply relevant wealth management and proposition knowledge.
  • •Prioritize candidates with immediate right to work locally and no relocation need (per local laws and governance).
Skills:Customer engagementPlanningOrganizingAppointment makingCustomer serviceCross-selling support

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