Premier Relationship Manager

1 day ago


Sabah, Malaysia Agensi Pekerjaan Ambition Group Malaysia Sdn Bhd Full time 120,000 - 240,000 per year

Requirement

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 sellin

Refer mortgage business to Mortgage Arranger (MA)

Ensure best practice on wealth sales is being referred to peers and others

Ensure compliance with products and sales policies, procedures and

guidelines set by the Bank and the relevant authorities are adhered and complied

to at all times

Qualifications

Candidate with experience in relationship Management of High Net Worth

clients are preferred.

A recognized tertiary Diploma / Degree qualification;

Relevant licence in marketing wealth and investment products such as PCE,

TBE, CEILLI, FIMM, IPPC is required

Evidence of strong sales track record 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; candidate with proficiency to

converse in Mandarin / Cantonese would be an added advantage


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