Premier Manager

HSBC; Selangor; On-site; MYR 180,000 - 300,000; Full time

Job summary

HSBC is seeking a Premier Manager to lead the Premier Sales team in delivering tailored wealth management solutions for high net worth clients. The role emphasizes deepening client relationships, driving revenue growth, and ensuring service excellence across Premier and Premier Elite portfolios.

The position requires 6–9 years in a wealth sales leadership role, with a proven ability to manage complex portfolios and cross-sell to increase AUM. CFP and related licenses are advantageous.

Qualifications

• Minimum 6–9 years in a sales leadership role managing wealth sales teams.
• Proven track record in growing large, complex client portfolios.
• Strong commercial acumen and interpersonal skills.

Responsibilities

• Develop plans to acquire Premier and Premier Elite clients and grow relationships.
• Manage the Premier and Premier Elite portfolio with wealth solutions.
• Identify cross-sell opportunities to grow assets under management.
• Lead a sales team to meet Wealth Management targets and improve productivity.
• Promote digital channels to enhance client convenience.
• Mentor Relationship Managers and ensure sales processes are followed.
• Ensure risk controls to mitigate fraud and compliance gaps.

Skills

Leadership experience

Relationship management

Wealth management

Education

CFP certification

Pre-Contract Examination (PCE)

Job description

As a Premier Manager, you will lead a team of relationship managers to deliver exceptional banking services to high net worth and ultra-high-net-worth clients. This role is pivotal in deepening client relationships, driving revenue growth, and providing suitable financial solutions tailored to affluent individuals and families.

Key responsibilities

Develop action plans and execute strategies to acquire new Premier and Premier Elite customers as well as grow customer relationships.

Actively manage the Premier and Premier Elite customer portfolio, offering personalised banking and wealth management solutions.

Proactively identify cross-sell opportunities to grow assets under management (AUM).

Develop and execute an effective sales plan to achieve targets and contribute towards the branch's business and bottom line, in line with the bank's wealth management strategy.

Lead and manage the Premier Sales team effectively to deliver Wealth Management (WEM) targets as well as to enhance sales staff performance and productivity.

Champion a customer-first culture, ensuring high service standards of service excellence, discretion and client-centricity to achieve the desired NPS benchmarking aspirations.

Promote and encourage the use of digital banking platforms to improve customer convenience.

Recruit, mentor and coach Relationship Manager team to achieve targets and career growth aspirations.

Ensure all the Relationship Managers are utilizing HSBC sales process and applying financial planning concept when dealing with their portfolio of customers.

Ensure embedment and oversight of risk and controls to mitigate fraud, operational risks and compliance gaps.

About you

At least 6 to 9 years in a sales leadership role managing wealth sales team performance with experience in providing a high service standard.

Proven track record of success in managing a large and complex relationship portfolio.

Excellent commercial acumen, leadership, analytical and interpersonal skills.

Conversant in Shariah knowledge and competency.

Highly motivated and flexible in working across complex cross-functional work structures within the bank and also externally with strategic business partners where appropriate.

Must be able to make independent decisions with minimal supervision.

Certified Financial Planning (CFP), PreContract Examination (PCE) - Life & General Insurance, Federation of Investment Managers - Unit Trust, Malaysian Takaful Association License (MTA) will have an added advantage.

About us

In International Wealth and Premier Banking we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers look after their day-to-day finances and manage, protect and grow their wealth. Retail Banking plays a crucial role in executing the International Wealth and Premier Banking strategy, providing strategic advice, frameworks and guidance to markets, that ensure all customer journeys, products and services are sustainable, inclusive and built with customers at the heart.