Amanah Premier Wealth Advisor

HSBC Holdings plc; Kuala Lumpur; Vor Ort; MYR 120.000 - 180.000; Vollzeit

Zusammenfassung

HSBC Amanah in Kuala Lumpur invites an ambitious Premier Financial Guide to join our branch team. You will pro-actively grow and deepen Amanah Premier portfolios through account-planning, while adhering to Shariah guidelines and our brand values.

You will deliver needs-based wealth and banking solutions to High Net Worth clients, manage relationships, cross-sell relevant products, and provide after-sales service to ensure superior customer experience.

Qualifikationen

• Experience in retail banking with relevant certifications such as IPPC, CUTE/ FIMM, PCEIA, CEILLI & TBE.
• Experience in relationship management of High Net Worth clients is preferred.
• Excellent track record in business development.
• Expertise in financial planning and wealth products.
• Strong client focus and ability to develop long term partnerships with clients.
• Ability to deliver needs-based solutions through effective communication and influencing skills.

Aufgaben

• Sell HSBC Amanah Wealth Management products based on needs-based selling.
• Grow and deepen High Net Worth relationships through proactive relationship management.
• Cross-sell other products based on client needs.
• Provide after-sales service to ensure a superior banking experience.

Kenntnisse

Relationship management

Wealth products

Needs-based selling

Cross-selling

Ausbildung

IPPC

CUTE/FIMM

PCEIA

CEILLI & TBE

Jobbeschreibung

HSBC Amanah in Kuala Lumpur invites an ambitious Premier Financial Guide to join our branch team. You will pro-actively grow and deepen Amanah Premier portfolios through account-planning, while adhering to Shariah guidelines and our brand values.

You will deliver needs-based wealth and banking solutions to High Net Worth clients, manage relationships, cross-sell relevant products, and provide after-sales service to ensure superior customer experience.