Premier Wealth Manager

HSBC; Johor; On-site; MYR 70,000 - 90,000; Full time

Job summary

A leading global bank seeks a Premier Financial Manager in Johor, Malaysia. The role involves managing high net worth customer relationships, implementing account planning, and contributing to business profitability. Candidates should hold a recognized diploma or degree, have at least 5 years of sales experience, and possess strong communication and interpersonal skills. Proficiency in local languages and a financial planning certification are advantageous. Join a diverse team that fosters professional development and inclusivity.

Qualifications

• Minimum 5 years sales experience as a Personal Relationship Banker managing high net worth customers.
• Strong knowledge of financial services products and the client relationship management system.
• Able to communicate well in English and local languages.

Responsibilities

• Implement and manage account-planning activity to meet specified targets.
• Contribute towards branch and personal finance services business profitability.
• Conduct quarterly reviews on Premier customers' portfolios.

Skills

Excellent interpersonal skills

Strong communication

Client focus

Sales orientation

Networking skills

Portfolio management

Education

Diploma / Degree qualification

Certified Financial Planner course

Job description

A leading global bank seeks a Premier Financial Manager in Johor, Malaysia. The role involves managing high net worth customer relationships, implementing account planning, and contributing to business profitability. Candidates should hold a recognized diploma or degree, have at least 5 years of sales experience, and possess strong communication and interpersonal skills. Proficiency in local languages and a financial planning certification are advantageous. Join a diverse team that fosters professional development and inclusivity.