Assistant Premier Manager, Klang Branch
HSBC · Klang
GCB 6 – Assistant Premier Manager
As a Assistant Premier Manager, you will lead a team of relationship managers to deliver exceptional banking services to high net worth and ultra-high-net-worth clients. This role is pivotal in deepening client relationships, driving revenue growth, and proving suitable financial solutions tailored to affluent individuals and families.
Principal Responsibilities:
Client Relationship Management & Growth
- Develop action plans and execute strategies to acquire new Premier and Premier Elite customers as well as grow customer relationships.
- Actively manage the Premier and Premier Elite customer portfolio, offering personalised banking and wealth management solutions.
- Proactively identify cross-sell opportunities to grow assets under management (AUM).
Sales Growth
- Develop and execute an effective sales plan to achieve targets and contribute towards the branch’s business and bottom line, in line with the bank’s wealth management strategy.
- Lead and manage the Premier Sales team effectively to deliver Wealth Management (WEM) targets as well as to enhance sales staff performance and productivity.
- Grow Wealth, plus Amanah, to deliver the business plans.
Customer Experience & Retention
- Champion a customer-first culture, ensuring high service standards of service excellence, discretion and client-centricity to achieve the desired NPS benchmarking aspirations.
- Promote and encourage the use of digital banking platforms to improve customer convenience.
- Uphold high integrity and ensure team’s adherence to Shariah-compliant sales and service excellence.
Team Leadership & Development
- Recruit, mentor and coach Relationship Manager team to achieve targets and career growth aspirations.
- Ensure all the Relationship Managers are utilizing HSBC sales process and applying financial planning concept when dealing with their portfolio of customers.
- Elevate team to a high-performance culture with accountability and recognition.
Risk Management & Compliance
- Ensure embedment and oversight of risk and controls to mitigate fraud, operational risks and compliance gaps.
- Uphold strict confidentiality and compliance to banking regulations, internal policies, procedures and compliance standards.
- Satisfactory audit findings including monitoring of Shariah non-compliance risks and incident escalation to Shariah Committee.
Operational Excellence
- Ensure high quality data input in customer records, sales documentation, transactions and reporting.
- Optimise branch workflows to improve productivity and reduce errors.
- Monitor key performance indicators related to sales and service quality.
Qualifications
- At least 3 to 5 years in a sales leadership role managing wealth 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.
- Conversant in Shariah knowledge and competency.
- Highly motivated and flexible in working across complex cross-functional work structures within the bank and also externally with strategic business partners where appropriate.
- Must be able to make independent decisions with minimal supervision.
- Candidates with the following certifications or qualifications will have an added advantage: Certified Financial Planning (CFP), PreContract Examination (PCE) - Life & General Insurance, Federation of Investment Managers - Unit Trust, Malaysian Takaful Association License (MTA)