职位详情
国籍要求:马来西亚语言要求: 英语/精通 ;马来语/精通
职位描述
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