Amanah Premier Wealth Advisor – Islamic Banking

HSBC Holdings plc; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Job summary

HSBC Holdings plc in Kuala Lumpur seeks an ambitious Premier Financial Guide to pro-actively manage and deepen Amanah Premier portfolios in line with Global Premier standards, while referring mortgage business to Financial Guides and ensuring Shariah compliance.

Reporting to the branch manager, you will grow High Net Worth relationships, deliver needs-based solutions, cross-sell wealth products, and provide after-sales service to ensure a superior banking experience.

Qualifications

• Experience in retail banking with relevant Islamic finance certifications.
• Experience in relationship management of High Net Worth clients preferred.
• Excellent track record in business development.
• Expertise in financial planning and wealth products.

Responsibilities

• Ensure a high level of sales and services of HSBC Amanah Wealth Management products based on needs-based selling.
• Manage, grow and deepen High Net Worth relationships through effective relationship management.
• Cross sell other products based on customer’s need.
• Provide after sales services to ensure consistent delivery of superior banking experience.

Skills

Relationship management

Needs-based selling

Wealth products expertise

Business development

Education

IPPC, CUTE/ FIMM, PCEIA, CEILLI & TBE

Job description

HSBC Holdings plc in Kuala Lumpur seeks an ambitious Premier Financial Guide to pro-actively manage and deepen Amanah Premier portfolios in line with Global Premier standards, while referring mortgage business to Financial Guides and ensuring Shariah compliance.

Reporting to the branch manager, you will grow High Net Worth relationships, deliver needs-based solutions, cross-sell wealth products, and provide after-sales service to ensure a superior banking experience.