# Premier Relationship Officer, Puchong

**Company**: Intl Wealth & Premier Banking
**Location**: Puchong, Selangor
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612600011?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/premier-relationship-officer-puchong-912973cf-5b6/

## Description

We are seeking a Premier Relationship Officer to join our International Wealth and Premier Banking (IWPB) team in Puchong. You will work with colleagues to define, manage, and achieve divisional business targets.

Responsibilities:

- Complete daily sales administrative tasks, such as organizing and checking sales application forms, signing sales documents, and scanning and filing completed forms.

- Assist Relationship Managers (RMs) with customer requests, such as replying to emails, handling banking transactions, and investigating customer complaints.

- Identify customers who have not been contacted quarterly and create leads for RMs to follow up.

- Monitor campaign call lists and event triggers assigned by CVM.

- Assist RMs with file reviews, CAMP, FCC calls, or monitoring when required.

- Cross-sell and refer customer needs to Product Relationship Managers (PRMs).

- Educate customers on digital banking and serve as the main contact point for clients.

- Ensure proactive updates of accurate customer information in the bank's system.

- Temporarily hold resigned RM portfolios and fulfill their service needs.

- Assist RMs in opening new accounts.

Requirements:

- Customer engagement

- Basic planning and organizing

- Appointment making skills

- RMP & WPT

- Wealth Management and Proposition

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## Skills

### Required
- Customer engagement
- Basic planning and organizing
- Appointment making skills
- RMP & WPT
- Wealth Management and Proposition

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612600011?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)