Senior Financial Consultant

5 days ago


Penang, Malaysia HSBC Full time

At HSBC, we are committed to helping our customers achieve their financial goals and aspirations. As a Premier Relationship Manager, you will play a critical role in building long-lasting relationships with our highest value customers.

You will be responsible for acquiring, cross-selling, and retaining a portfolio of Premier customers, working closely with the broader branch and direct teams to ensure achievement of business performance measures and plans.

Key responsibilities include:

  1. Managing a portfolio of Premier customers, conducting full reviews to establish and address their immediate and future financial requirements.
  2. Acquiring new customers and upgrading existing customers to Premier status, becoming their trusted adviser.
  3. Identifying cross-selling opportunities and embedding customer loyalty by meeting their needs.
  4. Understanding and delivering service quality standards, maintaining published Service Level Agreements.
  5. Leading a team to maximize performance in achieving business objectives while providing high-quality service.

We are seeking an experienced professional who can deliver exceptional results and drive growth in their portfolio.

The ideal candidate will have a broad understanding of financial planning, excellent customer focus, and professionalism.



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