Premier Financial Consultant Manager, HSBC

HSBC

Location:
Malaysia, Kuala Lumpur

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

In International Wealth and Premier Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. HSBC provides borderless banking and world-class wealth management through mobile-first capabilities and exceptional people.

Job Responsibility:

Responsible for all the service and sales activities of the Premier Financial Consultant Relationship Managers in order to achieve the assigned Unit PE/FRP and ultimately contributing towards Premier Financial Consultants' scorecard achievement
Develop sales plans which corresponds to IWPB business and ensures effective implementation of business strategies to maximize revenue line and attain strategic and operating objectives
To deliver the business objectives by actively guiding and supporting the Premier Financial Consultant Relationship Managers in identifying potential customer needs for Wealth Insurance, FX, Everyday Global Account and Time Deposits with the primary aim of active retagging to Branch for further investment needs growth
To ensure all Account Servicing requests, Customer Reviews (CSEM/CDD/RFI/Sanction/CSU review), Complaints Management & Premier Financial Consultants' RNPS achieved the highest standards of service quality required via close monitoring of tasks and timely closure to customer requests
Maintain the levels of operational integrity required by IWPB Malaysia and Group by closely managing the collective performance of the Premier Financial Consultant Relationship Managers and the Premier Financial Officers
Create and maintain an environment to maximize performance in achieving the IWPB business objectives whilst providing the highest quality service.

Requirements:

Proven ability in customer relationship management
Proven ability in managing a high net worth client portfolio
Ability to analyse financial priorities and influence customers to take appropriate action to meet their needs
An extensive knowledge of financial planning and defining customer needs
A full understanding of the needs of the mass affluent customer segment in general and individual customers in particular
A full understanding of the Premier Proposition including Global Service Standards and Premier International
Excellent relationship management skills
Customer driven with a strong focus on quality of service
Proven ability in making sound decisions in accordance with bank policy and guidelines
A clear understanding of how value is created within the Premier segment, both for customers and the bank
Ability to develop the knowledge of PFC RMs required to provide a world class relationship management service to the bank’s most valuable personal customers
Candidates with immediate right to work locally and no relocation need will be prioritized.

What we offer:

Continuous professional development
Flexible working
Opportunities to grow
Inclusive and diverse environment.

Additional Information:

Job Posted:
May 30, 2025

Expiration:
June 30, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Premier Financial Consultant Manager

HSBC

Location:Malaysia, Kuala Lumpur

Category:Banking

Contract Type:Employment contract