Premier Relationship Manager, Mont Kiara Branch

We are currently seeking an experienced professional to join our team in the role of Premier Relationship Manager. As a Premier Relationship Manager, you will be responsible for managing a portfolio of high-value customers, acquiring new customers, and cross-selling HSBC products and services.

Principal Responsibilities:

• Manage a portfolio of Premier customers, completing full reviews to establish and address their immediate and future financial requirements.
• Acquire new HSBC customers and upgrade existing customers to Premier.
• Identify cross-selling opportunities and embed customer loyalty by meeting their needs.
• Understand and deliver the standards of service quality required, maintaining published Service Level Agreements.
• Be accountable for the performance of your portfolio and ensure it is effectively run, managing to the Target Operating Model (TOM) as defined by Group.

Qualifications:

• Recognized tertiary Diploma/Degree qualification.
• Minimum of five (5) years proven and progressive financial services and/or retail sales experience or equivalent.
• Evidence of strong sales results in insurance and investment products.
• Relationship management experience with high net worth clients.
• Strong technical skills in wealth management.
• Strong communication, client focus, and influencing skills.
• Strong sales orientation, networking, and portfolio management skills.
• Sound knowledge of financial services products and services and the client relationship management system.
• Licenses: Certified Financial Planner (CFP), Pre Contract Examination - Life and Insurance (PCE), Federation of Investment Managers - Unit Trust, Malaysian Takaful Association License (MTA), and Investor Protection Professional Certification (IPPC).

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritized.