Premier Wealth Manager for High-Value Clients

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

Job summary

A leading financial services firm in Malaysia is seeking a Premier Financial Manager to manage high net worth customer portfolios and contribute to business profitability. The ideal candidate should possess a recognized tertiary qualification, at least 5 years of sales experience, and excellent interpersonal skills. This role offers opportunities for professional development in a diverse environment.

Benefits

Continuous professional development

Flexible working opportunities

Inclusive and diverse environment

Qualifications

• Minimum 5 years sales experience as a Personal Relationship Banker with high net worth customers.
• Ability to manage customer portfolios effectively.
• Strong knowledge of financial services products.

Responsibilities

• Implement and manage account-planning activities to meet targets.
• Contribute towards branch and PFS business profitability.
• Conduct quarterly reviews on portfolio of Premier customers.

Skills

Interpersonal skills

Positive attitude

Customer focus

Sales orientation

Networking skills

Portfolio management

Communication skills

Education

Recognized tertiary Diploma / Degree

Certified Financial Planner course

Job description

A leading financial services firm in Malaysia is seeking a Premier Financial Manager to manage high net worth customer portfolios and contribute to business profitability. The ideal candidate should possess a recognized tertiary qualification, at least 5 years of sales experience, and excellent interpersonal skills. This role offers opportunities for professional development in a diverse environment.