Premier Wealth Specialist

4 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time

Your Career Pathway

If you're looking for a challenging role that offers growth opportunities, consider joining our International Wealth and Premier Banking team at HSBC.

As a Premier Centre Manager, you'll be responsible for strategically planning, leading, and executing all Premier business initiatives to drive customer value and Asset Under Management (AUM) growth in the domicile branch.

Key responsibilities include:

  • Driving business growth by achieving targets and contributing to the branch's bottom line, in alignment with our wealth management strategy.
  • Leading the Premier Sales team to achieve Wealth Management (WEM) targets and enhance sales staff performance and productivity.
  • Analysing market, resources, and sales staff capability to devise effective sales plans.
  • Monitoring team sales performance against plan and reporting progress to the branch manager.
  • Ensuring Relationship Managers utilise HSBC's sales process and apply financial planning concepts when interacting with customers.
  • Championing the Premier proposition through distinguished service and sales initiatives.
  • Building relationships with targeted top 20 and high net worth customers.
  • Effective management of the Premier Centre as a one-stop Wealth Management and Premier solutions provider.
  • Fostering a positive staff culture, motivation, and actively managing team performance.
  • Maintaining HSBC's internal control standards and operational efficiency.
What You Need to Succeed
  • Bachelor's degree from a recognized university.
  • Minimum 10 years of experience in a financial institution with wealth management sales experience.
  • 5-7 years in a sales leadership role managing sales teams with high service standards.
  • Proven track record of success in managing complex relationship portfolios.
  • Strong commercial acumen, leadership, analytical, and interpersonal skills.
  • Proficiency in P&L management and adaptability in complex cross-functional structures.
  • Well-read and current on Consumer Business, premier segment, general, and international news.
  • Able to make independent decisions with minimal supervision.
  • Certified Financial Planning (CFP) Certificate is mandatory.
  • Additive advantages: PreContract Examination (PCE), Federation of Investment Managers - Unit Trust, Malaysian Takaful Association License (MTA).

Candidates with immediate right to work locally and no relocation need will be prioritized due to local laws and governance.

Please submit a full resume following local internal application policy. Internal applicants with less than eighteen months in their current role must obtain and enclose line manager endorsement.

HSBC values diversity, inclusion, and continuous professional development, offering flexible working and growth opportunities in an inclusive and diverse environment.



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