Principal Responsibilities:

-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 selling

-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

Requirements

-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

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized.