Premier Financial Guide, Bandar Utama

HSBC; Petaling Jaya; On-site; MYR 60,000 - 90,000; Full time

Job summary

Join HSBC Amanah as a Premier Financial Guide and leverage your expertise in wealth management to enhance customer relationships and manage high-value portfolios. With a focus on Shariah compliance, you will offer a suite of innovative financial products to our esteemed clients.

Qualifications

• Strong experience in managing High Net Worth customer relationships.
• Proven ability in needs-based selling of financial products.

Responsibilities

• Manage and grow Amanah Premier portfolios.
• Provide after-sales services to ensure superior banking experience.
• Cross-sell products based on customer needs.

Skills

Sales Management

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 pro-actively 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:

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