Premier Financial Director, Bangsar

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

Job summary

HSBC Amanah in Kuala Lumpur seeks a Premier Financial Director to lead relationships with the bank's Top Tier Premier clients, delivering tailored wealth solutions and responsible for portfolio performance.

You will work with Compliance, Credit & Risk and Internal Control to ensure risk-balanced delivery while maintaining regulatory standards and building long-term partnerships with high net worth clients.

Qualifications

• Bachelor's degree or its equivalent experience.
• Minimum of 8 years in financial services with at least 3 years as a Relationship Manager.
• Evidence of strong client recommendations and sales results in wealth products.
• Equivalent relationship management experience with high net worth portfolios preferred.
• Expert knowledge in financial planning and wealth products.
• Sound knowledge of macro/micro/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 – possess valid licenses with accreditation as required.
• Clear view on working 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 qualifications (CFA or CFP preferred).
• Ambitious in delivering high standards to colleagues and clients.
• Ability to set stretch goals and deliver with courage and tenacity.
• Authentic and able to engage with colleagues and clients.
• Able to protect HSBC & Global Wealth values, reputation and business.

Responsibilities

• The role is client facing, managing HSBC relationships with Top Tier Premier clients (> RM3Mil investible assets).
• Acquire, develop and retain relationships with Top Tier Premier clients.
• Understand clients' short and long-term financial goals and provide informed financial advice.
• Regularly review Top Tier portfolio to identify opportunities across HSBC lines of business and geography.
• Increase client loyalty by meeting their needs directly or with internal partners.
• Understand and adhere to local and global compliance requirements.
• Ensure portfolio performance aligns with Wealth and Personal Banking TBM and Top Tier propositions.

Skills

Relationship management

Wealth management

Sales skills

Regulatory knowledge

Education

Bachelor's degree or equivalent

CFA/CFP certification preferred

Regulatory qualifications

Job description

Kuala Lumpur, Federal Territory of Kuala Lumpur, MY, 59100

Brand: HSBC

Area of Interest: Branch and Retail Banking

Role Workstyle:

Date: 25 Sept 2026

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.

• 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

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