Premier Relationship Banker

HSBC Bank Malaysia Berhad
Featured Full Time
Application ends: December 31, 2022
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Job Description

Principle 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 Mortgage Arranger (MA)
  • Ensure best practice on wealth sales is being referred to peers and others
  • Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times.

Requirements

  • Candidate with experience in relationship Management of High Net Worth clients are preferred.
  • A recognized tertiary Diploma / Degree qualification;
  • Relevant license in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, IPPC is required
  • Evidence of strong sales track record insurance and investment products
  • Sales oriented, driven to produce results.
  • Highly skilled in influencing, networking and portfolio management skills
  • Fluent in spoken English and Bahasa Malaysia; candidate with proficiency to converse in Mandarin / Cantonese would be an added advantage.