Premier Financial Director, Bangsar

HSBC; Kuala Lumpur; On-site; MYR 300,000 - 600,000; Full time

Job summary

HSBC Amanah Malaysia Berhad in Kuala Lumpur seeks a Premier Financial Director to lead high-net-worth client relationships, deliver tailored wealth solutions, and drive divisional targets with senior colleagues across geographies.

You will manage Top Tier Premier clients, apply deep financial planning knowledge, and ensure compliance with local and global standards while upholding HSBC values.

Qualifications

• Bachelor's degree or its equivalent experience.
• Minimum 8 years in financial services with at least 3 years as Relationship Manager.
• Evidence of strong client recommendations and sales results in wealth products.
• Experience managing high net worth portfolios preferred.
• Expert knowledge in financial planning and wealth products.
• Knowledge of macroeconomics/microeconomics and local market developments.

Responsibilities

• Manage HSBC relationship with Top Tier Premier clients.
• Acquire, develop and retain relationships with Top Tier Premier clients.
• Build trusting client relationships, understand needs, and deliver to exceed expectations.
• Understand clients' personal and financial goals, provide financial advice.
• Review Top Tier portfolio to identify cross‑border opportunities.
• Increase client loyalty through collaboration with internal partners.
• Adhere to local and global compliance requirements.
• Ensure portfolio performance fits TBM and Top Tier Proposition.

Skills

Client relationship

Sales skills

Communication

Wealth management knowledge

Education

Bachelor's degree or equivalent

CFA/CFP preferred

Job description

Some Careers Open More Doors Than Others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Representing the largest global Islamic financial services team of any international bank, HSBC Amanah provides a full suite of innovative Islamic products and services to retail and corporate customers around the world. Complementing HSBC's comprehensive range of global banking and financing solutions, HSBC Amanah leverages the Group's international experience and expertise in Islamic finance to best serve the growing demand for this viable alternative to conventional financing in Malaysia.

We are currently seeking an ambitious individual to join our HSBC Amanah team in the role of Premier Financial Director, working together with colleagues to define, manage and achieve divisional business targets.

Principal Responsibilities

• The role is a client facing role managing the HSBC relationship with the Bank's highest value clients (ie the Top Tier Premier segment typically comprises clients with >RM3Mil investible assets)
• Responsible to acquire, develop and retain relationships with a portfolio of Top Tier Premier clients
• Expected to build trusting relationships with existing and potential Top Tier Premier clients, help clients articulate their needs, and deliver to exceed client expectations.
• To get to know clients on a personal and professional level to understand their short and long term financial goals, and use deep understanding of the client’s situation and external market knowledge to challenge clients and provide financial advice
• To review the Top Tier portfolio regularly to identify opportunities to use the distinctive capabilities of HSBC, spanning lines of business and geography, to the advantage of the client.
• To increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners.
• To understand and adhere to local and global compliance requirements.
• Accountable for the performance of the portfolio and needs to ensure it is effectively run within the Wealth and Personal Banking Target Business Model (TBM) and delivers to the Top Tier Proposition as defined by HSBC Group.

Qualifications

• Bachelor's degree or its equivalent experience.
• Minimum of 8 years proven and progressive financial services, and at least 3 years as Relationship Manager.
• Evidence of strong client recommendation and sales results in wealth products.
• Equivalent relationship management experience in managing high net worth client portfolios preferred.
• Expert knowledge in financial planning and wealth products.
• Sound knowledge of the impact of macroeconomics/microeconomics/local market developments.
• Expert knowledge of external regulatory framework relevant to wealth management.
• If internal, in-depth understanding of HSBC Global House Views.
• Strong client focus and ability to develop long term partnerships with clients.
• Ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
• Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country.
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
• Able to communicate well in English and local languages.
• Attain appropriate professional and regulatory qualifications as required (CFA or CFP is preferred)
• Ambitious in providing the highest standards of delivery to colleagues and clients
• Shows ability to set stretch goals for self and the ability to deliver these with courage and tenacity
• Authentic and shows ability to engage with colleagues and clients
• Able to make considered decisions that protect HSBC & Global Wealth values, reputation and businesses

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized.

To understand why our Wealth colleagues like working at HSBC, please visit www.hsbc.com/wealth-careers

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 Amanah Malaysia Berhad