Premier Relationship Banker, Puchong Branch

Manage, acquire, grow and deepen Premier customers' relationships through effective relationship management.

Responsibilities

• 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 at all times.

Qualifications

• Experience in relationship management of High Net Worth clients is preferred.
• 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 in insurance and invest...