Premier Financial Director, Bangsar

HSBC
Kuala Lumpur
Full timeFunction: Executive & General ManagementExperience: 8+ yearsEducation: bachelorsSkills: ["Client focus","Relationship building","Communication","Influencing","Risk awareness"]

Manage HSBC’s highest-value Top Tier Premier clients, building trusted relationships and delivering needs-based wealth advice. Lead efforts to acquire, develop, and retain a portfolio of Top Tier Premier clients, regularly review the portfolio for opportunities across HSBC capabilities, and drive client loyalty through collaboration with internal partners. Ensure performance against divisional targets while adhering to local and global compliance requirements within the Wealth and Personal Banking Target Business Model.

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FursaFursa
HSBC
HSBC
15 hours ago

Premier Financial Director, Bangsar

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Job Summary

Manage HSBC’s highest-value Top Tier Premier clients, building trusted relationships and delivering needs-based wealth advice. Lead efforts to acquire, develop, and retain a portfolio of Top Tier Premier clients, regularly review the portfolio for opportunities across HSBC capabilities, and drive client loyalty through collaboration with internal partners. Ensure performance against divisional targets while adhering to local and global compliance requirements within the Wealth and Personal Banking Target Business Model.
Location: Kuala Lumpur
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Manage the HSBC relationship with the Bank’s highest value Top Tier Premier clients and deliver to exceed client expectations.
  • •Acquire, develop, and retain relationships with a portfolio of Top Tier Premier clients.
  • •Understand clients’ short- and long-term financial goals and provide financial advice using market knowledge.
  • •Review the Top Tier portfolio regularly to identify opportunities to leverage HSBC capabilities across lines of business and geography.
  • •Ensure adherence to local and global compliance requirements and drive portfolio performance within the Wealth and Personal Banking Target Business Model.

Key Requirements

  • •Bachelor’s degree or equivalent experience.
  • •Minimum 8 years in financial services and at least 3 years as a Relationship Manager.
  • •Proven ability to recommend and deliver sales results in wealth products, preferably with experience managing high net worth client portfolios.
  • •Expert knowledge in financial planning and wealth products, including understanding macroeconomics/microeconomics and local market developments.
  • •Ability to meet local regulatory and licensing requirements for wealth management (CFA or CFP preferred).
Experience:8+ yearsFinancial servicesWealth managementIslamic finance
Education:Bachelor's
Skills:Client focusRelationship buildingCommunicationInfluencingRisk awareness
Certifications:CFACFP
Languages:English

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn