Premier Relationship Manager, Bayan Baru

2 weeks ago

Bayan Lepas, Penang, Malaysia HSBC Full time

Job Description

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.

HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realize their ambitions.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC's wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers' needs.

We are currently seeking an experienced professional to join our team in the role of Premier Relationship Manager.

Principal Responsibilities:

  1. The role is a customer facing role managing our highest value customers where professionalism, customer focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.
  2. The role holder has a responsibility to acquire, cross sell and retain a portfolio of Premier customers, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by WPB).
  3. Active management of a portfolio of Premier customers, completing full reviews to establish and address their immediate and future financial requirements.
  4. Acquiring new to HSBC customers and upgrading existing HSBC customers to Premier - becoming the trusted adviser to that portfolio of customers.
  5. Reviewing the portfolio to identify cross selling opportunities and embed customer loyalty by meeting their needs.
  6. To identify non-qualifiers, attract business to reinstate eligibility or transfer out of portfolio in a customer-driven manner.
  7. To understand and deliver the standards of service quality required maintaining published Service Level Agreements.
  8. Accountable for the performance of your portfolio and need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined by Group.
  9. Creating and maintaining an environment where you and the wider Branch team maximize performance in achieving the WPB business objectives whilst providing the highest quality service.
  10. The identification of opportunities for wealth reviews and referring these to an appropriate wealth adviser are key activities to achieve your goal.
  11. The jobholder has prime responsibility for maximizing growth in their portfolio and achieving the WPB plan/metrics, lead Premier within the branch to ensure opportunities are identified and customer needs are met effectively, maximizing all available resources and compliance with the relevant Group standards including GHQ, HBEU and the Regulatory organisation as applied to the implementation of the WPB strategy in their country.

Requirements

Requirements:

  1. A recognized tertiary Diploma / Degree qualification.
  2. Minimum of five (5) years proven and progressive financial services and / or retail sales experience or equivalent.
  3. Evidence of strong sales results in insurance and investment products.
  4. Relationship management experience with high net worth clients.
  5. Strong technical skills in wealth management.
  6. Strong communication, client focus and influencing skills.
  7. Strong sales orientation, networking and portfolio management skills.
  8. Sound knowledge of financial services products and services and the client relationship management system.
  9. Understand of business banking client segment and products and services.
  10. Individual will also need to have the following 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).
  11. Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
  12. Able to communicate well in English and local languages.

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

To understand why our Wealth colleagues like working at HSBC, please visit

www.hsbc.com/wealth-careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in 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 our Privacy Statement, which is available on our website.

Issued by HSBC Bank Malaysia Berhad

#J-18808-Ljbffr

  • Sales Manager

    1 week ago

    Bayan Lepas, Penang, Malaysia STG Premier Agency Full time

    This is a full-time on-site role for a Sales Manager located in Bayan Lepas. The Sales Manager will be responsible for leading and motivating the sales team, developing and implementing sales strategies, managing customer relationships, and meeting sales targets.QualificationsSales strategy development, Sales team management, and Customer relationship...

  • Lecturer (Information Technology)

    1 week ago

    Bayan Lepas, Penang, Malaysia Penang Skills Development Centre Full time

    ResponsibilitiesTo deliver subjects related to computers, information technology and other related programmes.To provide academic as well as pastoral support to students.To assist in the review of the curriculum and accreditation of the programme.To participate in any administrative function's activities.RequirementsCandidate must possess Master /Degree in...

  • Business Intelligence Analyst, Bayan Baru

    1 day ago

    Bayan Lepas, Penang, Malaysia Seagate Technology Full time

    Welcome to Seagate Technology, where we empower humanity to thrive in the data age. As a Big Data Engineer, you will be part of a team that creates and implements data-driven solutions to support business decisions and operations.Our team uses AI and ML to enable real-time data analysis and decision making, predictive maintenance, and the optimization of...

  • Corp account Manager

    1 week ago

    Bayan Lepas, Penang, Malaysia Kärcher Malaysia Full time

    Company DescriptionKÄRCHER is a global leader in cleaning technology with headquarters in Germany. The company offers a wide range of innovative cleaning solutions, including High-Pressure Cleaners, Specialty Vacuum Cleaners, and Floor Cleaners. KÄRCHER provides coordinated products, cleaning agents, accessories, consultation, and service to meet diverse...

  • Client Relationship Manager

    6 days ago

    Bayan Lepas, Penang, Malaysia Teleperformance Full time

    Do you have a passion for building strong relationships with customers and delivering exceptional customer experiences? Teleperformance is seeking a talented Client Relationship Manager to join our team!In this role, you will be responsible for managing customer relationships, resolving complex issues, and identifying opportunities for growth and...

  • People Talent Manager

    1 day ago

    Bayan Lepas, Penang, Malaysia Flextronics - The Flex Company Full time

    Job OverviewWe are seeking a skilled Talent Acquisition Specialist to join our team in Bayan Lepas/Bukit Minyak, Penang.This role is responsible for managing the end-to-end recruitment process, preparing job advertisements, shortlisting candidates, and coordinating interviews.

  • account manager iii

    4 days ago

    Bayan Lepas, Penang, Malaysia TE Connectivity Corporation Full time

    At TE, you will unleash your potential working with people from diverse backgrounds and industries to create a safer, sustainable and more connected world. Job Overview TE Connectivity's Account Management Teams are responsible for selling TE's products, systems or services, providing detailed technical product information and maintaining relationships with...

  • Procurement Manager

    1 day ago

    Bayan Lepas, Penang, Malaysia Opulent Full time

    About the RoleThis full-time, on-site Packaging Buyer position is located in Bayan Lepas and reports directly to the Senior Manager of Logistics.Daily tasks include evaluating supplier quotes, negotiating contracts, and ensuring timely delivery of materials. The role also involves collaborating with the packaging design team to meet production requirements...

  • Sales Relationship Manager

    1 day ago

    Bayan Lepas, Penang, Malaysia Technovation Consulting Sdn Bhd Full time

    Job Description:An Inside Sales Relationship at Technovation Consulting Sdn Bhd is a pivotal role that bridges the gap between our company and its clients. This position is instrumental in driving sales, fostering relationships, and delivering exceptional customer experiences.The primary duties of this position include identifying new sales opportunities...

  • Senior Sales Engineer

    7 days ago

    Bayan Lepas, Penang, Malaysia Carrier Refrigeration Full time

    Country: MalaysiaLocation: Carrier (Malaysia) Sdn Bhd, No. 67-G Bayan Bay, Persiaran Bayan Indah, 11900 Bayan Lepas, Penang, MalaysiaRole: Senior Sales EngineerLocation: Bayan Lepas, PenangFull/ Part-time: Full timeBuild a career with confidenceCarrier Global Corporation, global leader in intelligent climate and energy solutions is committed to creating...

  • Senior Sales Engineer

    4 days ago

    Bayan Lepas, Penang, Malaysia Carrier Full time

    Country: MalaysiaLocation: Carrier (Malaysia) Sdn Bhd, No. 67-G Bayan Bay, Persiaran Bayan Indah, 11900 Bayan Lepas, Penang, MalaysiaRole: Senior Sales EngineerLocation: Bayan Lepas, PenangFull/ Part-time: Full timeBuild a career with confidenceCarrier Global Corporation, a global leader in intelligent climate and energy solutions, is committed to creating...

  • Assistant Manager Sales

    2 weeks ago

    Bayan Lepas, Penang, Malaysia Upscale Sdn Bhd Full time

    Job Openings (A) Assistant Manager Sales & Strategic BusinessAbout the job (A) Assistant Manager Sales & Strategic BusinessBase in Manufacturing in Bayan LepasAchieving growth and delivering agreed sales budgetWork closely with General Manager to design and implement a strategic sales plan that expands the company's customer base and ensures its strong...

  • Logistics Business Development Manager

    1 day ago

    Bayan Lepas, Penang, Malaysia GEODIS Full time

    Sales and Business DevelopmentWe are seeking a highly motivated and experienced Field Sales Manager to join our team in Bayan Lepas. As a key member of our sales team, you will be responsible for managing a team of sales representatives, developing sales strategies, generating leads, negotiating and closing deals, and meeting sales targets.The ideal...

  • Procurement Manager for Packaging Materials

    4 days ago

    Bayan Lepas, Penang, Malaysia Opulent Full time

    We are seeking an experienced Packaging Buyer to manage procurement activities for our company, Opulent. This full-time role is based in Bayan Lepas and involves sourcing and purchasing packaging materials, as well as collaborating with the packaging design team to ensure timely delivery.The successful candidate will have a strong background in purchasing...

  • Regional Sales Manager

    1 day ago

    Bayan Lepas, Penang, Malaysia GEODIS Full time

    GEODIS is a leading global logistics provider with a presence in over 170 countries. We offer a wide range of services, including Global Freight Forwarding, Global Contract Logistics, Distribution & Express Transport, and European Road Network.We are currently seeking a Field Sales Manager to join our team in Bayan Lepas. The successful candidate will be...

  • Buyer

    2 weeks ago

    Bayan Lepas, Penang, Malaysia Opulent Solutions Sdn Bhd Full time

    This is a full-time on-site role located in Bayan Lepas for a Buyer at Opulent Solutions Sdn Bhd. The Buyer will be responsible for sourcing, negotiating, and purchasing goods and services, analyzing market trends, maintaining supplier relationships, and ensuring timely delivery of products.Company DescriptionWe suggest you enter details here.Role...

  • Logistics Relationship Manager

    4 hours ago

    Bayan Lepas, Penang, Malaysia Toll Group Full time

    Toll Group: A Company OverviewWe are a leading global logistics company with over 130 years of experience supporting our customers. Today, we operate 500 sites in 27 markets, with a forwarding network spanning 150 countries. We are proudly part of Japan Post.The OpportunityThis role offers a unique chance to join our team and contribute to the success of our...

  • Client Relationship Manager

    5 days ago

    Bayan Lepas, Penang, Malaysia Teleperformance Full time

    Welcome to TeleperformanceWe are a pioneering leader in customer experience solutions, empowering businesses to thrive in an increasingly competitive market.Job SummaryThe Client Success Specialist will play a vital role in shaping our customers' perception of our brand. Primary responsibilities include:Representing the brand and its values...

  • Finance Manager

    4 days ago

    Bayan Lepas, Penang, Malaysia SkyeChip Full time

    Company DescriptionSkyeChip, based in Malaysia, is dedicated to delivering cutting-edge IP and custom ASIC for artificial intelligence and high-performance computing. Our team brings in-depth technical expertise across various domains, including architecture, logic design, circuit design, and product engineering.Role DescriptionThis is a full-time on-site...

  • Chief Financial Strategist

    3 days ago

    Bayan Lepas, Penang, Malaysia SkyeChip Full time

    About This RoleThis is a full-time on-site position for a Finance Manager located at our Bayan Lepas office.The successful candidate will have experience in financial planning, budgeting, and forecasting, as well as proficiency in financial reporting and analysis.This individual must be able to work independently and collaboratively, with a strong ability to...