Deskripsi Pekerjaan
Are you a high-performing financial professional looking to accelerate your career with one of the world's most prestigious banking institutions? HSBC is seeking a dedicated Premier Relationship Banker to join our team in the vibrant Klang Valley. In this pivotal role, you will act as a trusted advisor to our high-net-worth clients, delivering bespoke financial solutions and an unparalleled banking experience.
As a Premier Relationship Banker, you will be the face of HSBC's premium banking service. You will leverage your expertise in wealth management, investment planning, and credit facilities to help our clients achieve their long-term financial goals. We offer a culture that fosters professional development, providing you with the tools, international exposure, and mentorship required to excel in the global financial landscape. If you possess a passion for client service excellence and a track record of driving financial results, we invite you to apply.
Tanggung Jawab
- Cultivate and manage a portfolio of high-net-worth Premier clients to grow the bank's market share.
- Provide comprehensive financial reviews and personalized wealth management solutions tailored to client needs.
- Proactively identify new business opportunities through networking, referrals, and strategic client engagement.
- Conduct regular portfolio health checks to ensure asset allocation aligns with changing market conditions and client risk appetite.
- Collaborate with internal specialists, including investment, insurance, and mortgage experts, to provide holistic financial advice.
- Maintain the highest standards of compliance, risk management, and service quality in every transaction.
- Achieve and exceed individual and team-based key performance indicators (KPIs) related to growth and customer satisfaction.
Kualifikasi
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- Minimum of 3-5 years of experience in relationship management, wealth management, or private banking.
- Possession of relevant local financial certifications (e.g., PCEIA, TBE, or similar securities licenses).
- Proven ability to influence and build strong, long-term relationships with affluent clients.
- Deep understanding of financial markets, investment products, and retail banking regulations.
- Exceptional communication and interpersonal skills, with fluency in English and local languages (Malay/Mandarin).
- Results-oriented mindset with a strong drive for business development and portfolio growth.