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Premier Financial Manager, Bangsar at SAP

Location
Kuala Lumpur
Level
senior
Posted

Summary from listing

HSBC Amanah Malaysia Berhad is hiring a Premier Financial Manager to define, manage, and achieve divisional business targets through account planning and portfolio management for Premier customers. The role focuses on branch and PFS profitability, quarterly reviews of customers with more than RM 1.5 million in total relationship balance, customer retention and growth, sales planning, wealth-management product opportunities, relationship actions, customer-system updates, and compliance with audit recommendations. Candidates need a tertiary diploma or degree, a Certified Financial Planner qualification or current pursuit, at least five years of sales experience as a personal relationship banker, and strong communication, sales, networking, and portfolio-management skills.

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