Elite Wealth Advisor for High-Net-Worth Clients

HSBC; Kuala Selangor; On-site; MYR 20,000 - 100,000; Full time

Job summary

A leading bank in Malaysia is hiring a Premier Financial Guide to manage and grow High Net Worth customer portfolios. The ideal candidate will have strong sales and customer service skills, along with at least two years of banking experience and necessary licenses. The role involves cross-selling products and providing after-sales services to ensure client satisfaction. Join a team that values professional growth and offers a supportive work environment.

Qualifications

• Strong sales and customer service orientation.
• Minimum two years of strong banking sales experience.
• Good knowledge of the Bank’s retail banking and wealth management products.

Responsibilities

• Manage and deepen High Net Worth customers’ relationships.
• Cross-sell products based on customer’s needs.
• Provide after-sales services for superior banking experience.

Skills

Strong sales and customer service orientation

Excellent communication and interpersonal skills

Self-motivated and results-oriented

Ability to work independently

Education

Minimum SPM qualification

Tools

Unit Trust and/or Insurance license

Job description

A leading bank in Malaysia is hiring a Premier Financial Guide to manage and grow High Net Worth customer portfolios. The ideal candidate will have strong sales and customer service skills, along with at least two years of banking experience and necessary licenses. The role involves cross-selling products and providing after-sales services to ensure client satisfaction. Join a team that values professional growth and offers a supportive work environment.