HSBC Group

GCB 5

Some careers have more impact than others.

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in the role of Premier Centre Manager working together with colleagues to define, manage and achieve divisional business targets.

Principal Responsibilities: 

Reporting to the Branch Manager, the individual will be responsible for strategically planning, leading, organizing and executing all Premier business initiatives to grow customer value and Asset Under Management (AUM) in the domicile branch. The individual is responsible in ensuring that the premier platform has a strong presence in the local market with people capability and process efficiency. 

• Responsible in achieving targets and contribute towards the branch’s business and bottom line, in line with the bank’s wealth management strategy.
• Leads and manages the Premier Sales team effectively to achieve Wealth Management (WEM) targets as well as to enhance sales staff performance and productivity.
• Ability to analyse market, resources and sales staff capability to devise a structured and effective sales plan for execution.
• Responsible in continually monitoring the team’s daily/weekly/monthly sales performance against plan, and keeping the branch manager regularly informed of the progress (observe daily discipline)
• Ensures all the Relationship Managers are utilizing HSBC sales process and applying financial planning concept when dealing with their portfolio of customers.
• Responsible for championing the Premier proposition through distinguished service and sales initiatives.
• Plays a crucial role in assisting the premier team to develop relationships with targeted top 20 and high net worth customers through frequent contacts.
• Effectively manages the Premier Centre as a one stop Wealth Management and Premier solutions provider for our customers.
• Responsible for creating a positive staff morale, motivation and actively manages performance of the premier team.
• To maintain HSBC internal control standards and ensures a high standard of operational efficiency.

• At least a bachelor’s degree from any recognized university.
• At least 10 years of experience in a financial institution with relevant experience in managing wealth management sales.
• At least 5 to 7 years in a sales leadership role managing 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.
• A highly experienced with the necessary hard skills (such as P&L management).
• Highly motivated and flexible in working across complex cross-functional work structures within the bank and also externally with regulators, business partners and industry committees.
• Must be well read and current on Consumer Business (Retail Banking) products, premier segment, general and international news.
• Must be able to make independent decisions with minimal supervision.
• Must have a Certified Financial Planning (CFP) Certificate.
• Candidates with the following certifications or qualifications will have an added advantage, PreContract Examination (PCE) - Life & General Insurance, Federation of Investment Managers - Unit Trust, Malaysian Takaful Association License (MTA).
• Flexible to work across any location across the Klang Valley Region.

Opening up a world of opportunity.

Due to local laws and governance, candidates with immediate right to work locally and no relocation need will be prioritised.

When applying, please submit a full resume and your local internal application policy should also be followed. For internal applicants with less than eighteen months in their current role, please also obtain and enclose line manager endorsement in the application.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.