Premier Relationship Banker, Puchong

We are seeking an ambitious Premier Relationship Banker to join our International Wealth and Premier Banking team in Puchong, Kuala Lumpur. As a Premier Relationship Banker, you will manage, acquire, grow, and deepen Premier customers' relationships through effective relationship management.

Principal Responsibilities:

• Manage, acquire, grow, and deepen Premier customers' relationships
• 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 relevant authorities

Qualifications:

• Experience in relationship management of High Net Worth clients is preferred
• Recognised tertiary Diploma/Degree qualification
• Relevant licence in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, IPPC
• Evidence of strong sales track record in 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; proficiency in Mandarin/Cantonese is an added advantage