Premier Financial Manager, Bangsar

HSBC; Kampung Malaysia Tambahan; On-site; MYR 100,000 - 145,000; Full time

Job summary

HSBC Amanah Malaysia Berhad in Kuala Lumpur is seeking an ambitious Premier Financial Manager to define and execute divisional wealth targets, manage a portfolio of Premier customers and drive profitable growth.

You will work with line managers to plan sales activities, maintain up-to-date client information in the bank’s systems, and continuously review portfolios to offer Wealth Management solutions to high net-worth clients.

Qualifications

• A recognized tertiary Diploma / Degree qualification.
• Completed or currently pursuing Certified Financial Planner course.
• Minimum 5 years sales experience as a Personal Relationship Banker and ability to manage high net worth customers.
• Possesses excellent interpersonal skills, positive attitude, willingness to change and learn, customer focused, professional and a team player.
• Strong communication, client focus and influencing skills.
• Strong sales orientation, networking and portfolio management skills.
• Sound knowledge of financial services products and the client relationship management system.
• 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.

Responsibilities

• Implement and manage account-planning activity to meet targets per the Sales Plan.
• Contribute to branch and PFS business profitability.
• Conduct quarterly reviews of Premier customers with >RM 1.5 million TRB.
• Retain and grow Premier portfolios by understanding needs and satisfaction.
• Plan daily/weekly/monthly sales activities with Line Managers.
• Analyze and review portfolios to offer Wealth Management solutions.
• Grow relationships and deepen existing portfolios.
• Ensure customer information and sales activities are updated in the Bank's systems.
• Stay updated on audit recommendations related to Premier customers.

Skills

Interpersonal skills

Communication skills

Sales orientation

Portfolio management

Relationship management

Team player

Education

Diploma / Degree qualification

Certified Financial Planner course (CFP)

Tools

CRM systems

Job description

Some Careers Shine Brighter Than Others.

If you're looking for a career where you will be respected as an individual and valued for the contribufions you make, join HSBC and discover how diversity drives our success.

Represenfing the largest global Islamic financial services team of any internafional bank, HSBC Amanah provides a full suite of innovafive Islamic products and services to retail and corporate customers around the world. Complemenfing HSBC's comprehensive range of global banking and financing solufions, HSBC Amanah leverages the Group's internafional experience and experfise in Islamic finance to best serve the growing demand for this viable alternafive to convenfional financing in Malaysia.

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

Principal Responsibilifies

• To implement and manage account-planning acfivity (porffolio management) in order to meet all specified targets according to the Sales Plan
• To contribute towards the branch and PFS business profitability
• The job holder will also need to ensure that quarterly reviews are conducted on his/her porffolio of Premier customers with more than RM 1.5 million TRB.
• The job holder must confinuously retain and grow these customers by understanding their financial needs and level of safisfacfion.
• Having joint discussion with Line Managers to analyze the financial and economic market to develop a sales plan and strategy
• Work with Line Managers to plan daily/weekly/monthly sales acfivifies as per the sales plan and strategy
• Consistently analyse / review customers porffolio every quarter to confinuously seek opportunifies to offer customers solufions through a range of Wealth Management products
• Effecfatively manage all acfions plans for growing new relafionships, retaining and deepening exisfing customer porffolios
• Ensure that up-to-date and accurate customer informafion , sales acfivifies are entered and kept in the Bank's systems (e.g. HUB, CRMS, RIS etc) at all fimes
• Constantly kept updated on all audit recommendafions to ensure compliance to those relafing to acquisifion of Premier Customers.

Qualificafions

• A recognized terfiary Diploma / Degree qualificafion
• Completed or currently pursuing Cerfified Financial Planner course
• Minimum 5 years sales experience as a Personal Relafionship Banker and ability to manage high net worth customers.
• Possesses excellent interpersonal skills, posifive aftitude, willingness to change and learn, customer focused, professional and a team player
• Strong communicafion, client focus and influencing skills.
• Strong sales orientafion, networking and porffolio management skills.
• Sound knowledge of financial services products and services and the client relafionship management system.
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operafing environment.
• Able to communicate well in English and local languages.

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

To understand why our Wealth colleagues like working at HSBC, please visit

www.hsbc.com/wealth-careers

HSBC is commifted to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters confinuous professional development, flexible working and opportunifies to grow within an inclusive and diverse environment. Personal data held by the Bank relafing to employment applicafions will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Amanah Malaysia Berhad