A financial advisory role focused on revenue generation, portfolio growth, and compliance within wealth management.
Responsibilities
Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
Requirements
Bachelor’s Degree or its equivalent in Finance, Banking, Business Management, or a relevant field
A wealth management role focused on financial advisory, revenue generation, and portfolio growth while ensuring strict compliance with bank and industry regulations.
Responsibilities
Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
Requirements
Bachelor’s Degree or its equivalent in Finance, Banking, Business Management, or a relevant field
Senior Relationship Manager responsible for sales planning, customer acquisition, wealth advisory, and portfolio management within a premier banking context.
Responsibilities
Prepare and execute sales plans for prospective customers
Collaborate with sales personnel at PBC/branch/region levels
Provide investment and wealth advisory services
Conduct periodic portfolio reviews
Identify cross-selling and up-selling opportunities
Seeking an ambitious individual to join the International Wealth and Premier Banking team in the role of Premier Relationship Banker working together with colleagues to define, manage and achieve divisional business targets.
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
Manage, acquire, grow and deepen Premier customers’ relationships through effective relationship management, driving revenue and AUM growth expectations.
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
Seeking talents with wealth management licenses to cater to Retail High Net Worth clients focusing on sales and wealth product knowledge.
Responsibilities
Building profitable relationships with customers from their portfolio, to deepen and broaden account relationships with the objective to generate revenue and focus on wealth management.
Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
Work with Product Owner, Investment Consultant to offer proactive and personalized financial services to the affluent segment customer.
Requirements
Diploma or Degree in any field i.e. Banking / Accounting & Finance / Economics / Marketing / Business Studies
Build and grow profitable relationships with high net worth clients, market investment products, and cross-sell consumer products to expand the Priority Banking customer base.
Responsibilities
Building profitable relationships with customers from their portfolio, to deepen and broaden account relationships with the objective to generate revenue and focus on wealth management.
Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team.
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
Work with Product Owner, Investment Consultant to offer proactive and personalized financial services to the affluent segment customer.
Requirements
Diploma or Degree in any field i.e. Banking / Accounting & Finance / Economics / Marketing / Business Studies
Seeking talents with passion and wealth management licenses to cater to Retail High Net Worth clients, focusing on revenue generation and wealth product knowledge.
Responsibilities
Building profitable relationships with customers from their portfolio to deepen and broaden account relationships to generate revenue and focus on wealth management.
Market investment products as well as cross-sell of HLBB's consumer product to new and existing PB customers, including mortgages and credit cards.
Expand on new customer base through referrals from customers or personalized/advisory services.
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
Work with Product Owner and Investment Consultant to offer proactive and personalized financial services to the affluent segment customer.
Requirements
Diploma or Degree in Banking / Accounting & Finance / Economics / Marketing / Business Studies
Seeking talents with wealth management licenses to cater to Retail High Net Worth clients, focusing on revenue generation and wealth management products.
Responsibilities
Building profitable relationships with customers from their portfolio, to deepen and broaden account relationships with the objective to generate revenue and focus on wealth management.
Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team.
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
Work with Product Owner, Investment Consultant to offer proactive and personalized financial services to the affluent segment customer.
Requirements
Diploma or Degree in any field i.e. Banking / Accounting & Finance / Economics / Marketing / Business Studies
Premier Relationship Manager, Subang BranchHSBC · Subang Jaya, Malaysia
Premier Relationship Manager, Subang BranchHSBC · Subang Jaya, Malaysia