Premier Financial Guide, Bandar Utama Branch

HSBC; Selangor; On-site; MYR 20,000 - 100,000; Full time

Job summary

A leading financial institution in Malaysia seeks a proactive Premier Financial Guide to manage and deepen relationships with High Net Worth customers. Responsibilities include ensuring high sales levels in HSBC Amanah Wealth Management products and providing excellent customer service. Ideal candidates should have strong sales orientation, relevant licenses, and excellent communication skills. Join us to grow within a diverse and inclusive environment.

Qualifications

• Strong sales and customer service orientation.
• Self-motivated and results oriented.
• Able to work independently.
• Excellent communication and interpersonal skills.
• Good knowledge of Bank's Retail Banking and Wealth Management products.
• Minimum 2 years of strong banking sales experience.
• Able to communicate well in English and local languages.

Responsibilities

• Ensure high level of sales and services of HSBC Amanah Wealth Management products.
• Manage and deepen High Net Worth customers' relationships.
• Cross sell other products based on customer's need.
• Provide after sales services for superior banking experience.

Skills

Sales orientation

Customer service

Relationship management

Communication skills

Education

SPM qualification

Tools

Banking products knowledge

Unit Trust and/or Insurance license

Job description

Overview

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 is 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.

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.

Qualifications

• 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