Principal Accountabilities:

-Responsible in achieving targets and contribute towards the branch’s business and bottom line, in line with the bank’s wealth management strategy.

-Leads and manages the Premier Sales team effectively to achieve Wealth Management (WEM) targets as well as to enhance sales staff performance and productivity.

-Ability to analyze market, resources and sales staff capability to devise a structured and effective sales plan for execution.

-Responsible in continually monitoring the team’s daily/weekly/monthly sales performance against plan, and keeping the branch manager regularly informed of the progress (observe daily discipline).

-Ensures all the Relationship Managers are utilizing HSBC sales process and applying financial planning concept when dealing with their portfolio of customers.

-Responsible for championing the Premier proposition through distinguished service and sales initiatives.

-Plays a crucial role in assisting the premier team to develop relationships with targeted top 20 and high net worth customers through frequent contacts.

-Effectively manages the Premier Centre as a one stop Wealth Management and Premier solutions provider for our customers.

-Responsible for creating a positive staff morale, motivation and actively manages performance of the premier team.

-To maintain HSBC internal control standards and ensures a high standard of operational efficiency.

Qualifications - External

-At least a bachelor’s degree from any recognized university.

-At least 10 years of experience in a financial institution with relevant experience in managing wealth management sales.

-At least 5 to 7 years in a sales leadership role managing 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.

-A highly experienced with the necessary hard skills (such as P&L management)

-Highly motivated and flexible in working across complex cross-functional work structures within the bank and also externally with regulators, business partners and industry committees.

-Must be well read and current on Consumer Business (Retail Banking) products, premier segment, general and international news.

-Must be able to make independent decisions with minimal supervision.

-Candidates with the following certifications or qualifications will have an added advantage, PreContract Examination (PCE) - Life & General Insurance, Federation of Investment Managers - Unit Trust, Malaysian Takaful Association License (MTA)