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Senior Wealth Management Specialist

1 week ago

Kuala Kubu Baharu, Selangor, Malaysia HSBC Full time
Main Responsibilities

The Premier Financial Manager will be responsible for defining, managing and achieving divisional business targets by:

  • Implementing and managing account-planning activity (portfolio management) in order to meet all specified targets according to the Sales Plan.
  • Contributing 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.