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Customer Portfolio Manager

1 week ago

Kuala Kubu Baharu, Selangor, Malaysia HSBC Full time

Wealth and Personal Banking at HSBC offers a unique opportunity to work with a diverse range of clients and help them achieve their financial goals. As a Premier Relationship Manager, you'll be responsible for managing a portfolio of high-value customers, identifying opportunities for wealth reviews and referrals to wealth advisers.

You'll work closely with colleagues to deliver exceptional customer experiences and achieve business objectives. This role requires a combination of financial planning expertise and excellent customer-facing skills.

  • Main Responsibilities:
    • Managing a portfolio of Premier customers
    • Identifying opportunities for wealth reviews