Premier Relationship Officer, Sunway (Bandar Sunway, 10, MY, 47500)

HSBC
Malaysia
Workplace: OnsiteFull timeFunction: Communications, PR & CommunitySkills: ["Customer engagement","Planning and organizing","Appointment making","Cross-selling","Customer service"]

Serve as a primary contact for Premier clients alongside the Relationship Manager, helping deliver day-to-day service needs in branch and by phone. Manage key administrative sales tasks for application processing, document checks, scanning and filing, and support RM follow-ups for leads, campaign/event triggers, and customer mail responses. Assist with account openings, appointment coordination, complaint follow-up, and cross-sell initiatives, including educating clients on digital banking.

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FursaFursa
HSBC
HSBC
4 hours ago

Premier Relationship Officer, Sunway (Bandar Sunway, 10, MY, 47500)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Serve as a primary contact for Premier clients alongside the Relationship Manager, helping deliver day-to-day service needs in branch and by phone. Manage key administrative sales tasks for application processing, document checks, scanning and filing, and support RM follow-ups for leads, campaign/event triggers, and customer mail responses. Assist with account openings, appointment coordination, complaint follow-up, and cross-sell initiatives, including educating clients on digital banking.
Location: Malaysia
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community

Key Responsibilities

  • •Complete daily sales administrative tasks: organize, complete, check, and submit sales application forms; scan and prepare for SQ review.
  • •Check, sign, and file sales documents and application forms for line manager verification and customer file records.
  • •Assist the Relationship Manager with customer emails, banking transaction requests, and premier client requests (e.g., statements, fee waiver).
  • •Support customer follow-up activities including identifying uncontacted customers, monitoring RM campaign call lists and event triggers, and assisting with file reviews/monitoring for FCC-related items.
  • •Provide service support and commercial actions such as cross-selling, educating customers on digital banking, assisting with account openings, and covering service needs for a temporary held resigned RM portfolio.

Key Requirements

  • •Engage with customers and support premier client service needs as the main contact alongside the Relationship Manager.
  • •Plan and organize daily responsibilities effectively, including handling sales administration tasks.
  • •Create and manage appointments on customers’ requests when the Relationship Manager is unavailable.
  • •Support wealth management activities and propositions, including RMP & WPT and educating customers on digital banking.
  • •Support operational follow-ups such as monitoring campaign/event triggers and helping with complaint investigation where needed.
Skills:Customer engagementPlanning and organizingAppointment makingCross-sellingCustomer service

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