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Executive Financial Strategist

1 week ago

Kuala Kubu Baharu, Selangor, Malaysia HSBC Full time
Job Description

We are currently seeking a highly ambitious individual to join our HSBC Amanah team in the role of Premier Financial Manager.

The job holder will work together with colleagues to define, manage and achieve divisional business targets by implementing and managing account-planning activity (portfolio management) in order to meet all specified targets according to the Sales Plan.

  1. To contribute towards the branch and PFS business profitability by consistently analyzing/reviewing customers' portfolio every quarter to continuously seek opportunities to offer customers solutions through a range of Wealth Management products.
  2. The job holder must continuously retain and grow these customers by understanding their financial needs and level of satisfaction.
  3. To ensure that up-to-date and accurate customer information and sales activities are entered and kept in the Bank's systems at all times.
  4. To effectively manage all action plans for growing new relationships, retaining and deepening existing customer portfolios.