Senior Financial Services Specialist

7 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time

Wealth and Personal Banking is a global business at HSBC, combining Retail Banking and Wealth Management to become one of the world's largest wealth managers.

With USD1.4 trillion in assets, our dedicated team serves millions of customers worldwide across private wealth, ranging from personal banking for individuals and families to business owners, investors, and ultra-high-net-worth individuals.

Our comprehensive range of products and services includes bank accounts, credit cards, personal loans, mortgages, asset management, insurance, wealth management, and private banking, tailored to meet our clients' evolving needs.

As a Premier Relationship Banker, you will work closely with colleagues to define, manage, and achieve divisional business targets.

Main Responsibilities:

  1. Establish and maintain strong relationships with Premier customers through effective communication and personalized service.
  2. Develop and implement holistic financial plans to drive revenue and AUM growth expectations.
  3. Foster sales and services of HSBC retail products based on clients' needs.
  4. Refer mortgage business to Mortgage Arranger (MA).
  5. Promote best practices in wealth sales among peers and others.
  6. Ensure compliance with products and sales policies, procedures, and guidelines set by the Bank and relevant authorities.


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