Assistant Premier Manager

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

Job summary

HSBC Malaysia seeks a Senior Client Relationship Manager to lead wealth‑sales, grow Premier portfolios and drive cross‑sell opportunities while ensuring Shariah‑compliant sales and service excellence across the branch.

You will mentor a team of Relationship Managers, partner with cross‑functional teams, and uphold risk, controls and regulatory standards to deliver exceptional client‑centric service and accurate data handling.

Qualifications

• At least 3–5 years in a sales leadership role managing wealth‑sales team performance.
• Proven track record of managing a large, complex relationship portfolio.
• Excellent commercial acumen, leadership, analytical and interpersonal skills.

Responsibilities

• Develop action plans and execute strategies to acquire new Premier and Premier Elite customers.
• Manage Premier and Premier Elite portfolio with personalised banking and wealth solutions.
• Embed and oversee risk controls to mitigate fraud and compliance gaps.
• Uphold confidentiality and comply with banking regulations and internal policies.
• Recruit, mentor and coach Relationship Managers to achieve targets and growth.

Skills

Sales leadership

Wealth management

Analytical skills

Interpersonal skills

Strategic thinking

Cross-functional collaboration

Shariah compliance knowledge

Education

CFP

PCE – Life & General Insurance

Federation of Investment Managers – Unit Trust

Malaysian Takaful Association License (MTA)

Job description

Client Relationship Management & Growth

Develop action plans and execute strategies to acquire new Premier and Premier Elite customers as well as to grow customer relationships. Actively manage the Premier and Premier Elite customer portfolio, offering personalised banking and wealth management solutions.

Responsibilities

• Proactively identify cross‑sell opportunities to grow assets under management (AUM).
• Develop and execute an effective sales plan to meet targets and contribute to the branch’s business and bottom line in line with the bank’s wealth management strategy.
• Ensure mandatory embedding and oversight of risk and control measures to mitigate fraud, operational risks and compliance gaps.
• Uphold strict confidentiality and compliance with banking regulations, internal policies, procedures and compliance standards.
• Achieve satisfactory audit findings, including monitoring of Shariah non‑compliance risks and incident escalation to the Shariah Committee.
• Guarantee high‑quality data input in customer records, sales documentation, transactions and reporting.
• Champion a customer‑first culture, ensuring high service standards, discretion and client‑centricity to improve NPS benchmarking aspirations.
• Promote and encourage the use of digital banking platforms to improve customer convenience.
• Mandate Shariah‑compliant sales and service excellence and enforce the team's adherence to these standards.
• Recruit, mentor and coach the Relationship Manager team to achieve targets and facilitate career growth aspirations.
• Mandate that all Relationship Managers utilize the HSBC sales process and apply financial‑planning concepts with their portfolios.
• Elevate the team to a high‑performance culture with accountability and recognition.

Qualifications

• At least 3 to 5 years in a sales leadership role managing wealth‑sales team performance with experience delivering a high service standard.
• Proven track record of success managing a large, complex relationship portfolio.
• Excellent commercial acumen, leadership, analytical and interpersonal skills.
• Must be conversant in Shariah knowledge and compliance.
• Self‑motivated, flexible and capable of making independent decisions with minimal supervision.
• Must be able to work across complex, cross‑functional work structures within the bank and externally with strategic business partners where appropriate.
• Preferred certifications or qualifications (not mandatory but advantageous):
  • Certified Financial Planning (CFP)
  • Pre‑Contract Examination (PCE) – Life & General Insurance
  • Federation of Investment Managers – Unit Trust
  • Malaysian Takaful Association License (MTA)