Work styleSome careers grow faster than othersIf 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. 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 furtherIn Wealth and Personal 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 OfficeWe are currently seeking an experienced professional to join this team in the role ofPrincipal ResponsibilitiesReporting 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 efficiencyResponsible in achieving targets and contribute towards the branch’s business and bottom line, in line with the bank’s wealth management strategyLeads and manages the Premier Sales team effectively to achieve Wealth Management (WEM) targets as well as to enhance sales staff performance and productivityAbility to analyze market, resources and sales staff capability to devise a structured and effective sales plan for executionResponsible 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 customersResponsible for championing the Premier proposition through distinguished service and sales initiativesPlays a crucial role in assisting the premier team to develop relationships with targeted top 20 and high net worth customers through frequent contactsEffectively manages the Premier Centre as a one stop Wealth Management and Premier solutions provider for our customersResponsible for creating a positive staff morale, motivation and actively manages performance of the premier teamTo maintain HSBC internal control standards and ensures a high standard of operational efficiency=RequirementsAt least a bachelor’s degree from any recognized universityAt least 10 years of experience in a financial institution with relevant experience in managing wealth management salesAt least 5 to 7 years in a sales leadership role managing sales team performance with experience in providing a high service standardProven track record of success in managing a large and complex relationship portfolioExcellent commercial acumen, leadership, analytical and interpersonal skillsA 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 committeesMust be well read and current on Consumer Business (Retail Banking) products, premier segment, general and international newsMust be able to make independent decisions with minimal supervisionMust have a Certified Financial Planning (CFP) CertificateCandidates 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)Only Malaysian citizens are encouraged to applySubject 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 basisOpening up a world of opportunityHSBC 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 websiteJoin our Talent Community so that we can keep you updated and informed of the latest happenings at HSBC
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