Premier Relationship Banker, Miri

3 - 7 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

As a Premier Relationship Banker at HSBC within the International Wealth and Premier Banking team, your role will involve managing, acquiring, growing, and deepening relationships with Premier customers through effective relationship management. You will be responsible for driving revenue and AUM growth expectations by providing holistic financial planning services. Additionally, you will need to ensure a high level of sales and services of HSBC retail products based on needs-based selling. Your key responsibilities will include referring mortgage business to the Mortgage Arranger, promoting best practices in wealth sales, and ensuring compliance with all products and sales policies and guidelines set by the Bank and relevant authorities. Key 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). - Promote best practices on wealth sales to peers and others. - Ensure compliance with products and sales policies, procedures, and guidelines set by the Bank and the relevant authorities. Qualifications: - Candidates 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 a 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 would be an added advantage. HSBC is committed to providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with the Privacy Statement available on the HSBC website.,

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