Premier Wealth Manager for High-Net-Worth Clients

HSBC; Kuala Lumpur; On-site; MYR 80,000 - 120,000; Full time

Job summary

A leading global Islamic bank is seeking a Premier Financial Manager in Kuala Lumpur to manage high net worth customer relationships and achieve business targets. Candidates should have at least 5 years of sales experience as a Personal Relationship Banker, excellent communication skills, and a relevant diploma/degree. This role offers a dynamic work environment and opportunities for professional growth.

Benefits

Flexible working opportunities

Continuous professional development

Qualifications

• Minimum 5 years sales experience as a Personal Relationship Banker.
• Ability to manage high net worth customers.
• Able to communicate well in English and local languages.

Responsibilities

• Implement and manage account-planning activities for portfolio management.
• Contribute to branch and PFS business profitability.
• Conduct quarterly reviews on Premier customer portfolios.
• Analyze financial and economic market for sales strategy.
• Manage customer information in the Bank's systems.

Skills

Interpersonal skills

Communication skills

Sales orientation

Networking

Portfolio management

Education

Recognized tertiary Diploma / Degree

Certified Financial Planner course

Job description

A leading global Islamic bank is seeking a Premier Financial Manager in Kuala Lumpur to manage high net worth customer relationships and achieve business targets. Candidates should have at least 5 years of sales experience as a Personal Relationship Banker, excellent communication skills, and a relevant diploma/degree. This role offers a dynamic work environment and opportunities for professional growth.