Assistant Premier Manager, Klang Branch

GCB 6 – Assistant Premier Manager

As a Assistant Premier Manager, you will lead a team of relationship managers to deliver exceptional banking services to high net worth and ultra-high-net-worth clients. This role is pivotal in deepening client relationships, driving revenue growth, and proving suitable financial solutions tailored to affluent individuals and families.

Principal Responsibilities: 

Client Relationship Management & Growth

• Develop action plans and execute strategies to acquire new Premier and Premier Elite customers as well as grow customer relationships.
• Actively manage the Premier and Premier Elite customer portfolio, offering personalised banking and wealth management solutions.
• Proactively identify cross-sell opportunities to grow assets under management (AUM).

Sales Growth 

• Develop and execute an effective sales plan to achieve targets and contribute towards the branch’s business and bottom line, in line with the bank’s wealth management strategy.
• Lead and manage the Premier Sales team effectively to deliver Wealth Management (WEM) targets as well as to enhance sales staff performance and productivity.
• Grow Wealth, plus Amanah, to deliver the business plans.

Customer Experience & Retention

• Champion a customer-first culture, ensuring high service standards of service excellence, discretion and client-centricity to achieve the desired NPS benchmarking aspirations.
• Promote and encourage the use of digital banking platforms to improve customer convenience.
• Uphold high integrity and ensure team’s adherence to Shariah-compliant sales and service excellence.

Team Leadership & Development

• Recruit, mentor and coach Relationship Manager team to achieve targets and career growth aspirations.
• Ensure all the Relationship Managers are utilizing HSBC sales process and applying financial planning concept when dealing with their portfolio of customers.
• Elevate team to a high-performance culture with accountability and recognition.

Risk Management & Compliance

• Ensure embedment and oversight of risk and controls to mitigate fraud, operational risks and compliance gaps.
• Uphold strict confidentiality and compliance to banking regulations, internal policies, procedures and compliance standards.
• Satisfactory audit findings including monitoring of Shariah non-compliance risks and incident escalation to Shariah Committee.

Operational Excellence

• Ensure high quality data input in customer records, sales documentation, transactions and reporting.
• Optimise branch workflows to improve productivity and reduce errors.
• Monitor key performance indicators related to sales and service quality.

Qualifications

• At least 3 to 5 years in a sales leadership role managing wealth sales team performance with experience in providing a high service standard.
• Proven track record of success in managing a large and complex relationship portfolio.
• Excellent commercial acumen, leadership, analytical and interpersonal skills.
• Conversant in Shariah knowledge and competency.
• Highly motivated and flexible in working across complex cross-functional work structures within the bank and also externally with strategic business partners where appropriate.
• Must be able to make independent decisions with minimal supervision.
• Candidates with the following certifications or qualifications will have an added advantage: Certified Financial Planning (CFP), PreContract Examination (PCE) - Life & General Insurance, Federation of Investment Managers - Unit Trust, Malaysian Takaful Association License (MTA)