Senior Wealth Manager — Premier Clients

HSBC Holdings plc; Kuala Lumpur; On-site; MYR 150,000 - 210,000; Full time

Job summary

HSBC Amanah in Malaysia seeks a Premier Financial Manager in Kuala Lumpur to drive portfolio growth and client engagement across wealth products.

You will implement account-planning activities, review high-net-worth Premier customers quarterly, and work with line managers to execute sales plans while ensuring compliance and data accuracy in HUB/CRMS/RIS. The role emphasizes relationship management and profitability for the branch.

Qualifications

• Minimum 5 years sales experience in personal banking.
• Diploma/degree or higher; CFP course in progress or completed.
• Strong interpersonal, communication, and client-focus abilities.
• Experience with high-net-worth portfolios and banking products.

Responsibilities

• To implement and manage account-planning acfivity (porffolio management) in order to meet all specified targets according to the Sales Plan
• To contribute towards the branch and PFS business profitability
• The job holder will also need to ensure that quarterly reviews are conducted on his/her porffolio of Premier customers with more than RM 1.5 million TRB.
• The job holder must confinuously retain and grow these customers by understanding their financial needs and level of safisfacfion.
• Having joint discussion with Line Managers to analyze the financial and economic market to develop a sales plan and strategy
• Work with Line Managers to plan daily/weekly/monthly sales acfivifies as per the sales plan and strategy
• Consistently analyse / review customers porffolio every quarter to confinuously seek opportunifies to offer customers solufions through a range of Wealth Management products
• Effecfatively manage all acfions plans for growing new relafionships, retaining and deepening exisfing customer porffolios
• Ensure that up-to-date and accurate customer informafion , sales acfivifies are entered and kept in the Bank's systems (e.g. HUB, CRMS, RIS etc) at all fimes
• Constantly kept updated on all audit recommendafions to ensure compliance to those relafing to acquisifion of Premier Customers.

Skills

Sales experience

Interpersonal skills

Communication skills

Client focus

Relationship management

Team player

Education

Diploma/Degree

Certified Financial Planner course

Tools

CRM systems

Job description

HSBC Amanah in Malaysia seeks a Premier Financial Manager in Kuala Lumpur to drive portfolio growth and client engagement across wealth products.

You will implement account-planning activities, review high-net-worth Premier customers quarterly, and work with line managers to execute sales plans while ensuring compliance and data accuracy in HUB/CRMS/RIS. The role emphasizes relationship management and profitability for the branch.