Premier Financial Guide, Ampang Point

HSBC; Ampang Jaya Municipal Council; On-site; MYR 60,000 - 90,000; Full time

Job summary

HSBC is seeking a Premier Financial Guide to join their Amanah team. This role involves managing High Net Worth customer portfolios, ensuring high-quality sales and services of wealth management products, and providing superior banking experiences. The ideal candidate will excel in relationship management and needs-based selling, contributing to the growth of the Amanah brand.

Qualifications

• Experience in managing High Net Worth customer relationships.
• Strong sales skills and needs-based selling approach.
• Ability to provide superior banking experiences.

Responsibilities

• Manage, acquire, grow, and deepen High Net Worth customers’ relationships.
• Ensure high-level sales and services of HSBC Amanah Wealth Management products.
• Cross-sell products based on customer needs.

Skills

Sales Management

Customer Relationship Management

Wealth Management

Job description

Some careers open more doors than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfill your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support, and rewards that will take you further.

Representing the largest global Islamic financial services team of any international bank, HSBC Amanah provides a full suite of innovative Islamic products and services to retail and corporate customers around the world. Complementing HSBC’s comprehensive range of global banking and financing solutions, HSBC Amanah leverages the Group’s international experience and expertise in Islamic finance to best serve the growing demand for this viable alternative to conventional financing in Malaysia.

We are currently seeking an ambitious individual to join our HSBC Amanah team in the role of Premier Financial Guide, working together with colleagues to define, manage, and achieve divisional business targets.

Reporting directly to the branch manager, the job holder is mainly responsible for proactively managing, growing, retaining, and deepening Amanah Premier portfolios through account-planning activities (portfolio management) in accordance with the Global Premier proposition standards, as well as referring mortgage business to Financial Guides while adhering to Shariah compliance and the Amanah brand value.

Principal Responsibilities:

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