Premier Financial Manager, Bangsar (Kuala Lumpur, Federal Territory of Kuala Lumpur, MY, 59100)

HSBC
Kuala Lumpur
Workplace: OnsiteFull timeFunction: Government & Public AdministrationExperience: 5+ yearsSkills: ["Interpersonal skills","Customer focus","Communication","Influencing","Sales orientation","Networking","Portfolio management","Team player","Positive attitude"]

Lead portfolio and account-planning for Premier customers within HSBC Amanah, driving achievement of divisional business targets through a structured sales plan. Manage profitability contributions for branch and PFS business, conduct quarterly reviews for Premier customers with RM 1.5m+ TRB, and continuously retain, grow, and deepen relationships using Wealth Management products. Ensure accurate customer information and sales activities are entered in bank systems and maintain compliance with audit recommendations.

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FursaFursa
HSBC
HSBC
15 hours ago

Premier Financial Manager, Bangsar (Kuala Lumpur, Federal Territory of Kuala Lumpur, MY, 59100)

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Job Summary

Lead portfolio and account-planning for Premier customers within HSBC Amanah, driving achievement of divisional business targets through a structured sales plan. Manage profitability contributions for branch and PFS business, conduct quarterly reviews for Premier customers with RM 1.5m+ TRB, and continuously retain, grow, and deepen relationships using Wealth Management products. Ensure accurate customer information and sales activities are entered in bank systems and maintain compliance with audit recommendations.
Location: Kuala Lumpur
Workplace: Onsite
Employment Type: Full time
Job Function: Government & Public Administration

Key Responsibilities

  • •Implement and manage account-planning (portfolio management) activity to meet specified targets in line with the Sales Plan.
  • •Contribute to branch and PFS business profitability and drive sales plan execution through daily/weekly/monthly activities.
  • •Conduct quarterly reviews of Premier customer portfolios (RM 1.5m+ TRB) and identify opportunities to offer solutions via Wealth Management products.
  • •Continuously retain, grow, and deepen Premier customer relationships by understanding financial needs and satisfaction levels.
  • •Ensure up-to-date and accurate customer information and sales activities are entered and maintained in bank systems, and stay updated on audit recommendations for compliance.

Key Requirements

  • •A recognized tertiary Diploma/Degree qualification.
  • •Completed or currently pursuing a Certified Financial Planner course.
  • •Minimum 5 years sales experience as a Personal Relationship Banker, with ability to manage high net worth customers.
  • •Excellent interpersonal skills with a customer-focused, professional, team-player attitude.
  • •Strong communication, client focus, influencing, sales orientation, networking, and portfolio management skills.
Experience:5+ years
Skills:Interpersonal skillsCustomer focusCommunicationInfluencingSales orientationNetworkingPortfolio managementTeam playerPositive attitude
Certifications:Certified Financial Planner
Languages:English
Tech Stack:HUBCRMSRIS

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