Executive Wealth Manager

3 days ago


Klang, Selangor, Malaysia HSBC Full time
Company Overview

HSBC Amanah, a leading international bank, offers innovative Islamic financial services to retail and corporate customers worldwide. With a strong presence in Malaysia, HSBC Amanah leverages its expertise in global banking and financing solutions to meet the growing demand for Islamic finance.

Key Responsibilities
  1. To implement and manage account-planning activity (portfolio management) to meet specified targets according to the Sales Plan.
  2. Contribute towards branch and PFS business profitability.
  3. Ensure quarterly reviews are conducted on Premier customers with more than RM 1.5 million TRB, analyzing their financial needs and level of satisfaction.
  4. Retain and grow these customers by continuously understanding their financial needs.
  5. Analyze market trends with Line Managers to develop sales plans and strategies.
  6. Plan daily/weekly/monthly sales activities based on the sales plan and strategy.
  7. Analyze/review customers' portfolios every quarter to seek opportunities offering solutions through Wealth Management products.
  8. Effectively manage action plans for growing new relationships, retaining, and deepening existing customer portfolios.
  9. Maintain accurate customer information and sales activities in Bank systems.
  10. Comply with audit recommendations related to acquiring Premier Customers.

Benefits
This role offers the opportunity to work with a dynamic team, contribute to business growth, and develop valuable skills in portfolio management and customer relationship building.

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