Premier Financial Consultant Manager

HSBC; Kuala Lumpur; On-site; MYR 72,000 - 108,000; Full time

Job summary

HSBC is seeking a Premier Financial Consultant Manager to join its International Wealth and Premier Banking team in Kuala Lumpur. This role focuses on coaching and managing Relationship Managers to achieve sales targets, ensuring operational excellence while identifying growth opportunities in wealth management.

Qualifications

• Proven track record in achieving sales targets.
• Strong leadership and team management skills.
• Experience in financial services or wealth management.

Responsibilities

• Coach Relationship Managers to meet sales and service targets.
• Develop and execute sales plans to maximize revenue.
• Ensure high-quality service and operational integrity.

Skills

Coaching

Sales Strategy Development

Customer Relationship Management

Education

Bachelor's Degree in Finance, Business Administration, or related field

Job description

Some careers grow faster than others.

If you’re looking for a career that offers plenty of opportunities for development, join HSBC and unlock your potential.

In International Wealth and Premier Banking, we serve 41 million customers worldwide, including 6.7 million international clients, ranging from retail customers to ultra-high-net-worth individuals and their families. We assist our customers in managing their daily finances and growing their wealth. Our global network and expertise enable us to deliver HSBC’s purpose of opening up a world of opportunities through borderless banking and world-class wealth management, supported by mobile-first capabilities and exceptional staff. Our core areas include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and the Chief Operating Office.

We are seeking ambitious individuals to join our International Wealth and Premier Banking (IWPB) team as Premier Financial Consultant Managers. You will work with colleagues to define, manage, and achieve divisional business targets.

Key Responsibilities:

• Oversee all service and sales activities of the Premier Financial Consultant Relationship Managers to meet the Unit PE/FRP targets and contribute to the Premier Financial Consultants' scorecard, while coaching the Relationship Managers effectively.
• Develop sales plans aligned with IWPB business goals and ensure effective execution of strategies to maximize revenue and achieve operational objectives.
• Support the business by guiding Premier Financial Consultant Relationship Managers to identify potential customer needs in Wealth Insurance, FX, Global Accounts, and Time Deposits, with the aim of re-engaging clients at branches for further investment opportunities.
• Ensure all account servicing requests, customer reviews (CSEM/CDD/RFI/Sanction/CSU), complaints management, and NPS scores meet high service quality standards through close monitoring and timely resolution.
• Maintain operational integrity by managing the performance of the Relationship Managers and Financial Officers, fostering an environment that maximizes performance and delivers high-quality service.