Premier Relationship Officer, Mont Kiara

HSBC

📍 kuala lumpur, kuala lumpur, Malaysia

Full-time Finance

Job Description

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 HSBC’s 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.

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...
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