Assistant Premier Manager, Butterworth 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).