职位详情
国籍要求:马来西亚语言要求: 英语/精通 ;马来语/精通
职位描述
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)