Premier Wealth Manager – KL Lead

HSBC Group

Kuala Lumpur

Sur place

MYR 90 000 - 130 000

Plein temps

Il y a 5 jours
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Résumé du poste

HSBC Bank Malaysia Berhad is seeking a Premier Manager to lead a team of relationship managers serving high net worth clients in Kuala Lumpur. The role focuses on deepening client relationships, driving revenue growth, and delivering tailored wealth management solutions.

You will oversee Premier and Premier Elite portfolios, ensure service excellence, and promote digital banking adoption aligned with Shariah guidelines. Strong leadership and cross-functional collaboration are essential.

Qualifications

  • 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.
  • Certifications or qualifications: CFP, PCE - Life & General Insurance, Unit Trust, MTA licenses advantageous.

Responsabilités

  • 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 branch performance.
  • Lead and manage the Premier Sales team to deliver Wealth Management targets and enhance staff performance.
  • Grow Wealth, Amanah products to support business plans.
  • Maintain a customer-first culture with high service standards and compliance with Shariah rules.

Description du poste

HSBC Bank Malaysia Berhad is seeking a Premier Manager to lead a team of relationship managers serving high net worth clients in Kuala Lumpur. The role focuses on deepening client relationships, driving revenue growth, and delivering tailored wealth management solutions.

You will oversee Premier and Premier Elite portfolios, ensure service excellence, and promote digital banking adoption aligned with Shariah guidelines. Strong leadership and cross-functional collaboration are essential.

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