Assistant Premier Manager

HSBC Holdings plc; Johor Bahru; On-site; MYR 180,000 - 280,000; Full time

Job summary

HSBC Holdings plc in Malaysia seeks an Assistant Premier Manager to lead a team of relationship managers delivering premier wealth management solutions to high net worth clients. You will drive revenue growth, deepen client relationships and tailor financial solutions for affluent individuals and families.

You will recruit, mentor and coach the Premier Sales team to achieve WEM targets, while promoting digital channels and ensuring compliance with banking regulations and Shariah guidelines.

Qualifications

• 3–5 years in a sales leadership role managing wealth sales teams.
• Proven track record managing a large, complex client portfolio.
• Strong commercial acumen, leadership and interpersonal skills.
• Knowledge of Shariah-compliant sales required.
• Willing to work across cross-functional partnerships with partners.
• Certifications such as CFP, PCE, MTA are a plus.

Responsibilities

• Lead and manage Premier/ Premier Elite team to achieve Wealth Management targets.
• Develop action plans to acquire new Premier and Premier Elite customers and grow relationships.
• Proactively identify cross-sell opportunities to grow AUM.
• Uphold Shariah-compliant sales and service and maintain high integrity.
• Ensure data quality, workflow efficiency and governance in client records.
• Coach and mentor Relationship Managers for performance and career growth.

Skills

Wealth management

Sales leadership

Relationship management

Team coaching

Shariah compliance

Education

Bachelor's degree

Job description

As a Assistant Premier Manager, you will lead a team of relationship managers to deliver exceptional banking services to high net worth and ultra-high-net-worth clients. This role is pivotal in deepening client relationships, driving revenue growth, and proving suitable financial solutions tailored to affluent individuals and families.

Client Relationship Management & Growth

• Develop action plans and execute strategies to acquire new Premier and Premier Elite customers as well as grow customer relationships.
• Actively manage the Premier and Premier Elite customer portfolio, offering personalised banking and wealth management solutions.
• Proactively identify cross-sell opportunities to grow assets under management (AUM).
• Develop and execute an effective sales plan to achieve targets and contribute towards the branch’s business and bottom line, in line with the bank’s wealth management strategy.
• Lead and manage the Premier Sales team effectively to deliver Wealth Management (WEM) targets as well as to enhance sales staff performance and productivity.
• Grow Wealth, plus Amanah, to deliver the business plans.

Customer Experience & Retention

• Champion a customer-first culture, ensuring high service standards of service excellence, discretion and client-centricity to achieve the desired NPS benchmarking aspirations.
• Promote and encourage the use of digital banking platforms to improve customer convenience.
• Uphold high integrity and ensure team’s adherence to Shariah-compliant sales and service excellence.
• Recruit, mentor and coach Relationship Manager team to achieve targets and career growth aspirations.
• Ensure all the Relationship Managers are utilizing HSBC sales process and applying financial planning concept when dealing with their portfolio of customers.
• Elevate team to a high-performance culture with accountability and recognition.
• Ensure embedment and oversight of risk and controls to mitigate fraud, operational risks and compliance gaps.
• Uphold strict confidentiality and compliance to banking regulations, internal policies, procedures and compliance standards.
• Satisfactory audit findings including monitoring of Shariah non-compliance risks and incident escalation to Shariah Committee.

Operational Excellence

• Ensure high quality data input in customer records, sales documentation, transactions and reporting.
• Optimise branch workflows to improve productivity and reduce errors.
• Monitor key performance indicators related to sales and service quality.

Qualifications

• At least 3 to 5 years in a sales leadership role managing wealth sales team performance with experience in providing a high service standard.
• Proven track record of success in managing a large and complex relationship portfolio.
• Excellent commercial acumen, leadership, analytical and interpersonal skills.
• Conversant in Shariah knowledge and competency.
• Highly motivated and flexible in working across complex cross-functional work structures within the bank and also externally with strategic business partners where appropriate.
• Must be able to make independent decisions with minimal supervision.
• Candidates with the following certifications or qualifications will have an added advantage: Certified Financial Planning (CFP), PreContract Examination (PCE) - Life & General Insurance, Federation of Investment Managers - Unit Trust, Malaysian Takaful Association License (MTA).