Islamic Wealth Advisor for Premier Clients

HSBC; Petaling Jaya; On-site; MYR 50,000 - 70,000; Full time

Job summary

A leading international bank in Malaysia is seeking a Premier Financial Guide to manage and grow high net worth relationships while ensuring superior customer service in accordance with Shariah compliance. The ideal candidate should possess strong sales and customer service skills, along with experience in retail banking and wealth management products. This role offers opportunities to excel in a dynamic financial environment.

Qualifications

• Strong sales and customer service orientation.
• Self-motivated and results-oriented.
• Able to work independently.
• Excellent communication and interpersonal skills.
• Good knowledge of the Bank’s Retail Banking and Wealth Management products and services.
• Unit Trust and/or Insurance license is essential.
• Minimum 2 years of strong banking sales experience.
• Able to communicate well in English and local languages.

Responsibilities

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

Skills

Sales orientation

Customer service

Communication skills

Interpersonal skills

Education

Minimum SPM qualification

Tools

Unit Trust and/or Insurance license

Job description

A leading international bank in Malaysia is seeking a Premier Financial Guide to manage and grow high net worth relationships while ensuring superior customer service in accordance with Shariah compliance. The ideal candidate should possess strong sales and customer service skills, along with experience in retail banking and wealth management products. This role offers opportunities to excel in a dynamic financial environment.