Premier Financial Guide, Bandar Utama Branch

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

Job summary

A leading financial institution in Petaling Jaya is seeking a Premier Financial Guide to manage and grow High Net Worth portfolios. This role focuses on providing exceptional service in wealth management and adhering to Shariah compliance. Ideal candidates should demonstrate strong relationship management abilities and a proactive approach to client needs.

Qualifications

• Ambitious individual with strong relationship management skills.
• Understanding of wealth management products.
• Ability to adhere to Shariah compliance.

Responsibilities

• Ensure high sales levels of Amanah Wealth Management products.
• Manage and deepen relationships with High Net Worth customers.
• Cross sell products based on customer needs.
• Provide after sales services for superior banking experience.

Job description

Overview

Some careers open more doors than others.

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 ourcustomers 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 openingup 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.