Job Description

Job description

The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we're leveraging our digital capabilities to ensure we can continue to recruit top talent at the HSBC Group. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

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.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC's wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers' needs.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking 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.

Requirements

Requirements:

• 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.

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

You'll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Bank Malaysia Berhad