Build and grow profitable relationships with high-net-worth customers in Sarawak, focusing on wealth management products and cross-selling consumer banking services.
Responsibilities
Build profitable relationships with customers to deepen and broaden account relationships
Market investment products and cross-sell HLBB's consumer products such as mortgages and credit cards
Expand new customer base through referrals and personalized advisory services
Acquire and grow Priority Banking customer relationships and portfolio in line with business goals
Work with Product Owner and Investment Consultant to offer proactive and personalized financial services to affluent customers
The Fixed Income Specialist identifies and selects fixed income product ideas with a focus on broad client impact and positive investment returns, providing active lifecycle management, supporting client outreach, and internal sales initiatives.
Responsibilities
Select/identify fixed income product ideas with an end-to-end lens and a focus on broad client impact and positive investment returns
Provide regular updates and active lifecycle management on recommendations
Support/participate in client outreach events, internal meetings, and internal sales initiatives
Build effective relationships across the Bank to improve knowledge of business products and services
Ensure active risk management and meet regulatory/internal compliance expectations
Requirements
University degree holder or above
Nice to have: Certified Private Wealth Professional (CPWP)
Manage a diversified portfolio of HNW and UHNW clients by delivering holistic wealth management solutions, investment advisory, asset allocation, and lending solutions.
Responsibilities
Manage a diversified portfolio of HNW and UHNW clients by delivering holistic wealth management solutions.
Provide personalized investment advisory, asset allocation, and lending solutions, including Lombard loans and cash-out loans against financial assets.
Deliver legacy planning and wealth distribution strategies in collaboration with private trust personnel, offshore insurance brokers, tax advisors, and legal professionals.
Conduct regular portfolio reviews and risk assessments to align with clients' financial goals and risk tolerance profiles.
Ensure compliance with KYC/AML practices, FATCA and regulatory standards (BNM & SC regulations).
Requirements
Bachelor’s Degree in Finance, Banking, Business Admin, or equivalent
Provide banking services to customers, maintain and deepen relationships, improve customer satisfaction, manage branch operations quality and risk, and supervise tellers.
Responsibilities
Provide banking services to customers, maintain and deepen branch customer relationships, enhance customer satisfaction.
Manage branch operational quality and control internal and external operational risks.
Manage and improve branch channel collaboration.
Supervise branch tellers to ensure employees understand and follow regulations in business execution.
Responsible for selecting and managing fixed income product ideas, client outreach, and regulatory compliance within the Fixed Income Specialists Asia team.
Responsibilities
Select/identify fixed income product ideas with an end-to-end lens
Provide regular updates and active lifecycle management on recommendations
Support/participate in client outreach events and internal sales initiatives
Coordinate with fixed income specialist teams in other locations
Conduct portfolio reviews for clients
Requirements
University degree holder or above
Nice to have: Certified Private Wealth Professional (CPWP)
The role focuses on soliciting customers for deposits, insurance, and investment products while managing account openings and customer lead generation.
Responsibilities
Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines
Complete cold calling for all related leads assigned to increase acquisition through high leads conversion rate
Source and develop new customer leads through existing customer’s referrals
Handling Account Opening process including Debit Card issuance of acquired customers
Account maintenance after account opening (CASA, FD)
Requirements
Diploma or Degree in any field (Banking / Accounting & Finance / Economics / Marketing / Business Studies)
Support the coverage of institutional clients across Prime Services and Equity Derivatives products, managing relationships, identifying opportunities, and collaborating with internal teams to deliver client solutions.
Responsibilities
Manage day-to-day relationships with institutional clients
Identify and develop business opportunities across Prime Services, Equity Derivatives, Cash Equities, Financing and Securities Services
Support the marketing, pricing and execution of equity derivative, financing and prime-services transactions
Provide clients with relevant market intelligence, trade ideas, research, trader axes, structured solutions and HSBC content
Collaborate with Sales, Trading, Structuring, Research, Securities Services, Operations, Relationship Managers and other internal teams
Requirements
Full-time graduation degree of at least three years