Premier Relationship Manager
1 day ago
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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