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Premier Relationship Officer, Mont Kiara

ExperiencedNo visa sponsorship
HSBC logo

at HSBC

Other

Posted 6 days ago

No clicks

**Premier Relationship Officer, Mont Kiara - HSBC** Handle daily sales admin tasks, support RM in customer interactions, cross-selling, and file management. Maintain accurate customer info. Temporarily hold resigned RM portfolios. Requires customer engagement skills, basic planning, appointment-making, RMP & WPT knowledge, wealth management, and proposition understanding.候选人需具备客户互动能力、基本计划组织能力、预约能力、RMP、WTPkenntnisse、财富管理和方案理解。优先考虑有当地就业权的候选人。

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

Some careers grow faster than others.

If youre looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential.

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBCs purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

We are currently seeking ambitious individuals to join our International Wealth and Premier Banking (IWPB) team in the role of Premier Relationship Officer, working together with colleagues to define, manage and achieve divisional business targets.

Responsibilities:

  • Daily Sales administrative task:
    1. Organize and complete/check all sales application forms for submission, scanning and for SQ review
    2. Check and Sign all the sales documents for line manager to verify and approve.
    3. Scan & file all completed sales application forms in the customer file for reviews, checks and follow ups
  • Assist RM in replying customers mails, banking transaction request and other request from premier client E.g. Request for banks statement, fee waiver etc.
  • Assist RM to handle / investigate customer complaints or other follow up task.
  • Assist RM to create appointment upon customers request where RM not available.
  • Help to identify customers that has not been contacted quarterly and create the leads for RM to follow up.
  • To remind/monitor their respective RM to act on their campaign call list and "event triggers which was assigned by CVM
  • Assist RM on file review / CAMP / FCC call or monitoring when required for all FCC related item to ensure proper follow ups are completed.
  • Cross sell
  • Refer customer needs to PRM
  • Educate customer on digital banking
  • As customers main contact point beside their RM. Help to fulfil clients service needs either by face to face or on the phone.
  • Ensure proactive update of accurate customer information in the bank system.
  • To temporary hold resigned RM portfolio and fulfill their service needs.
  • Assist RM in the opening of account

Requirements:

  • Customer engagement
  • Basic Planning and Organizing
  • Appointment Making skills
  • RMP & WPT
  • Wealth Management and Proposition

Due to local laws and governance, candidates with immediate right to work locally and no relocation need will be prioritized.

Opening up a world of opportunity

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

Premier Relationship Officer, Mont Kiara

Compensation

Not specified

City: Not specified

Country: Not specified

HSBC logo
Other

6 days ago

No clicks

at HSBC

ExperiencedNo visa sponsorship

**Premier Relationship Officer, Mont Kiara - HSBC** Handle daily sales admin tasks, support RM in customer interactions, cross-selling, and file management. Maintain accurate customer info. Temporarily hold resigned RM portfolios. Requires customer engagement skills, basic planning, appointment-making, RMP & WPT knowledge, wealth management, and proposition understanding.候选人需具备客户互动能力、基本计划组织能力、预约能力、RMP、WTPkenntnisse、财富管理和方案理解。优先考虑有当地就业权的候选人。

Full Job Description

Some careers grow faster than others.

If youre looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential.

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBCs purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

We are currently seeking ambitious individuals to join our International Wealth and Premier Banking (IWPB) team in the role of Premier Relationship Officer, working together with colleagues to define, manage and achieve divisional business targets.

Responsibilities:

  • Daily Sales administrative task:
    1. Organize and complete/check all sales application forms for submission, scanning and for SQ review
    2. Check and Sign all the sales documents for line manager to verify and approve.
    3. Scan & file all completed sales application forms in the customer file for reviews, checks and follow ups
  • Assist RM in replying customers mails, banking transaction request and other request from premier client E.g. Request for banks statement, fee waiver etc.
  • Assist RM to handle / investigate customer complaints or other follow up task.
  • Assist RM to create appointment upon customers request where RM not available.
  • Help to identify customers that has not been contacted quarterly and create the leads for RM to follow up.
  • To remind/monitor their respective RM to act on their campaign call list and "event triggers which was assigned by CVM
  • Assist RM on file review / CAMP / FCC call or monitoring when required for all FCC related item to ensure proper follow ups are completed.
  • Cross sell
  • Refer customer needs to PRM
  • Educate customer on digital banking
  • As customers main contact point beside their RM. Help to fulfil clients service needs either by face to face or on the phone.
  • Ensure proactive update of accurate customer information in the bank system.
  • To temporary hold resigned RM portfolio and fulfill their service needs.
  • Assist RM in the opening of account

Requirements:

  • Customer engagement
  • Basic Planning and Organizing
  • Appointment Making skills
  • RMP & WPT
  • Wealth Management and Proposition

Due to local laws and governance, candidates with immediate right to work locally and no relocation need will be prioritized.

Opening up a world of opportunity

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