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Premier Relationship Banker - Damansara Heights (DSR)
HSBC Bank (M) Berhad
June 12, 2018
Kuala Lumpur, Malaysia
Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Retail Banking and Wealth Managementleverages HSBC's global retail banking expertise and wealth management capabilities to deliver a broad range of world-class retail banking solutions to millions of customers. Driving for growth in key markets around the world,the business comprises areas such as retail banking, wealth management, insurance and asset management, with a focus on customer-centric propositions and innovative and efficient distribution channels that will differentiate our customer experience and deliver market leading retail banking and wealth management solutions.
We are currently seeking an ambitious individual to join our Retail Banking and Wealth Management team in the role of Premier Relationship Banker, working together with colleagues to define, manage and achieve divisional business targets. Principal Responsibilities
Responsible to acquire, cross sell and retain a portfolio of Premier clients, working with the broader branch and direct teams to ensure achievement of the business performance measures and planned.
Actively manage portfolio of Premier clients, acquiring new and upgrading existing clients by becoming a trusted advisor to them. Regularly reviewing to identify cross selling opportunities and embed client loyalty by meeting / fulfilling all their needs.
Accountable for the performance of his / her portfolio and needs to ensure that it is effective by managing the Target Operating Model (TOM) as defined by HSBC Group.
Responsible for achieving individual and branch targets i.e. Premier and Wealth Management products while cross-selling the Bank's retail product and services to achieve the overall sales targets
Proactively and consistently analysing / reviewing customers portfolio using needs based selling approach to offer various financial solutions and build strong customer relationship to retain and grow the customers wealth based on 4 pillars of financial planning
Ensuring the constant update to customers on emerging financial and economic outlook and issues, new bank products and services to fulfil customer needs
Responsible for referring mortgage business to Mortgage Arranger (MA) and ensuring that the best practice on wealth management sales is being shared to peers and others
Responsible for assisting the sales team in closing wealth management sales.
A recognized tertiary Diploma / Degree qualification
Minimum of two (2) years proven and progressive financial services and / or retail sales experience or equivalent.
Evidence of strong sales results in insurance and investment products.
Relationship management experience with high net worth clients
Strong technical skills in wealth management
Strong communication, client focus and influencing skills.
Strong sales orientation, networking and portfolio management skills.
Sound knowledge of financial services products and services and the client relationship management system.
Understand of business banking client segment and products and services
Individual will also need to have the following licenses, Certified Financial Planner (CFP), Pre Contract Examination - Life and Insurance (PCE), Federation of Investment Managers - Unit Trust, Malaysian Takaful Association License (MTA).
Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
Able to communicate well in English and local languages.