Premier Wealth Client Leader

HSBC Holdings plc

Kampung Malaysia Tambahan

Presencial

MYR 180.000 - 320.000

Jornada completa

Hace 9 días

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Descripción de la vacante

HSBC Holdings plc in Malaysia seeks a Premier Client Manager to lead a team of relationship managers, delivering premium banking and wealth management solutions to high-net-worth clients. You will drive revenue growth, oversee cross-selling to grow assets under management, and ensure Shariah-compliant service delivery.

You will recruit, mentor, and coach staff to achieve targets while maintaining exceptional customer experience and compliance with banking regulations and internal policies.

Formación

  • Minimum 6–9 years in a sales leadership role in wealth sales.
  • Proven track record managing a large, complex relationship portfolio.
  • Strong commercial acumen, leadership, and interpersonal skills.
  • Shariah knowledge and competency essential.
  • Ability to work across cross-functional teams with partners.
  • Independent decision-making with minimal supervision.
  • CFP, PCE, MTA certifications provide added advantage.

Responsabilidades

  • Lead a team of relationship managers to deliver premier banking services.
  • Grow Premier and Premier Elite client relationships and cross-sell to increase AUM.
  • Develop and execute sales plans to achieve wealth management targets.
  • Ensure compliance with Shariah guidelines and regulatory standards.
  • Uphold data quality and optimize branch workflows for efficiency.

Conocimientos

Relationship management
Sales leadership
Wealth management
Team leadership
Analytical skills
Interpersonal skills
Shariah knowledge

Educación

CFP certification
PCE Life & General Insurance
MTA license

Descripción del empleo

HSBC Holdings plc in Malaysia seeks a Premier Client Manager to lead a team of relationship managers, delivering premium banking and wealth management solutions to high-net-worth clients. You will drive revenue growth, oversee cross-selling to grow assets under management, and ensure Shariah-compliant service delivery.

You will recruit, mentor, and coach staff to achieve targets while maintaining exceptional customer experience and compliance with banking regulations and internal policies.

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