Premier Financial Guide, Ampang Point

HSBC; Selangor; On-site; MYR 60,000 - 80,000; Full time

Job summary

Join HSBC Amanah as a Premier Financial Guide, where you'll manage High Net Worth client relationships and offer personalized banking solutions. You'll leverage your sales management skills to build and deepen these relationships while ensuring adherence to Shariah compliance. This role offers an opportunity to thrive in a dynamic Islamic banking environment, backed by global expertise.

Qualifications

• Ambitious individual with skills in managing High Net Worth client portfolios.
• Experience in wealth management and adherence to Shariah compliance.
• Ability to cross-sell financial products based on client needs.

Responsibilities

• Manage, acquire, grow, and deepen relationships with High Net Worth customers.
• Ensure high sales levels of HSBC Amanah Wealth Management products.
• Provide after-sales service for a superior banking experience.

Skills

Sales Management

Client Relationship Management

Needs-Based Selling

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 fulfil 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 will be 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’s needs.
4. Provide after-sales services to ensure a consistent delivery of a superior banking experience.