Job description

Some careers grow faster than others.

If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential.

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. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.

We are currently seeking ambitious individuals to join our International Wealth and Premier Banking (IWPB) team in the role of Premier Financial Consultant Manager, working together with colleagues to define, manage and achieve divisional business targets.

Key Responsibilities:

  • 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, whilst confidently coaching the Premier Financial Consultant Relationship Managers. 
  • 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

Knowledge/Experience: 

  • 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

 

Skills: 

  • 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 

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

Opening up a world of opportunity

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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.

Issued by HSBC Bank Malaysia Berhad

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