Job description
Some careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
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.
Requisitos
- 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).
Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role.
Opening up a world of opportunity.