Premier Financial Guide, Bandar Utama Branch

HSBC Recruitment; Kuala Kubu Bharu; On-site; MYR 50,000 - 75,000; Full time

Job summary

A leading financial institution in Kuala Kubu Bharu is seeking a Premier Financial Guide to manage and grow relationships with High Net Worth clients. The ideal candidate will possess strong sales and customer service skills, a minimum of SPM qualification, and relevant licenses. Join a dynamic team to provide exceptional banking experiences and contribute to our growth in wealth management.

Benefits

Continuous professional development

Flexible working opportunities

Qualifications

• Strong sales and customer service orientation.
• Self-motivated and results oriented.
• Able to work independently.
• Good knowledge of banking products.

Responsibilities

• Manage, acquire, grow and deepen relationships with High Net Worth customers.
• Cross sell other products based on customer’s needs.
• Provide after sales services to ensure superior banking experience.

Skills

Sales orientation

Customer service orientation

Excellent communication

Interpersonal skills

Education

Minimum SPM qualification

Tools

Unit Trust license

Insurance license

Job description

Premier Financial Guide, Bandar Utama Branch

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

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 mainly responsible to pro-actively manage, grow, retain and deepen Amanah Premier portfolios through account-planning activity (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’s need
• Provide after sales services to ensure consistent delivery of superior banking experience.

Requirements

• 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 SPM qualification with 2 years of strong banking sales experience;
• Able to communicate well in English and local languages

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized.

To understand why our Wealth colleagues like working at HSBC, please visit www.hsbc.com/wealth-careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Amanah Malaysia Berhad