Wealth Management Expert

4 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time

Become part of HSBC's dynamic International Wealth and Personal Banking team, where you will contribute to the success of our business by working closely with colleagues to define, manage, and achieve divisional targets.

Main Responsibilities:a) Achieving Sales Goals
  1. Achieve targeted sales performance for Relationship Managers and Branches.
  2. Drive revenue growth in wealth insurance and achieve set targets.
  3. Optimize the product mix for PERML, ensuring high participation, productivity, conversion ratios, profitability, and quality sales by Relationship Manager and Branch.
b) Sales Support and Leadership
  1. Enhance Relationship Manager and Branch Leader satisfaction through dedicated support.
  2. Conduct thorough portfolio reviews to identify areas for improvement.
  3. Partner with Relationship Managers in client meetings, providing expert insights and suggesting improvements.
  4. Stay up-to-date with new product releases, market trends, and competitor analysis.
  5. Deliver personalized solutions that align with clients' goals and risk profiles.
  6. Elevate the team's commitment to HSBC's core values: Openness, Connectivity, Dependability, and Courageous Integrity.
  7. Advise customers on optimizing their insurance portfolios.
  8. Communicate regularly with sales leaders to ensure seamless coordination.
  9. Promote engagement through customer-focused initiatives, like regional and branch-level events.
  10. Monitor and direct the overall insurance strategy for Relationship Managers and Branches.
c) Client Care
  1. Offer comprehensive after-sales support and assistance to clients, addressing any concerns or queries they may have.


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