Premier Financial Manager, Bangsar South Branch

HSBC; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Job summary

HSBC is seeking a Premier Financial Manager to join their Amanah team. You will manage a portfolio of high-value customers, implement sales strategies, and ensure customer satisfaction. This role offers an opportunity to work in a dynamic environment, leveraging Islamic financial services for diverse clients.

Qualifications

• Experience in account management and customer relationship for financial products.
• Ability to create and implement effective sales strategies.
• Strong analytical skills to assess market conditions and customer needs.

Responsibilities

• Manage account-planning activity to meet sales targets.
• Grow and retain Premier customers by addressing financial needs.
• Conduct quarterly reviews on customer portfolios and adjust strategies accordingly.

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 contributions you make, join HSBC and discover how diversity drives our success.

Representing the largest global Islamic financial services team of any international bank,HSBC Amanahprovides 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 ofPremier Financial Manager, working together with colleagues to define, manage and achieve divisional business targets

Principal Responsibilities:

• To implement and manage account-planning activity (portfolio 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 portfolio of Premier customers with more than RM 1.5 million TRB.
• The job holder must continuously retain and grow these customers by understanding their financial needs and level of satisfaction.
• 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 activities as per the sales plan and strategy
• Consistently analyse / review customers portfolio every quarter to continuously seek opportunities to offer customers solutions through a range of Wealth Management products
• Effectively manage all actions plans for growing new relationships, retaining and deepening existing customer portfolios
• Ensure that up-to-date and accurate customer information , sales activities are entered and kept in the Bank's systems (e.g. HUB, CRMS, RIS etc) at all times
• Constantly kept updated on all audit recommendations to ensure compliance to those relating to acquisition of Premier Customers.