Premier Financial Guide, Bangsar

HSBC; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Job summary

HSBC Amanah Malaysia Berhad is seeking a Premier Financial Guide to pro-actively manage and grow Amanah Premier portfolios, aligning with Shariah standards and delivering tailored wealth solutions.

You will build relationships, cross-sell banking products, and ensure outstanding service delivery within a compliant Islamic banking framework.

Qualifications

• Strong sales and customer service orientation required.
• Self-motivated and results oriented.
• Ability 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.

Responsibilities

• Pro-actively manage, grow, retain and deepen Amanah Premier portfolios through account-planning activity.
• Refer mortgage business to Financial Guides while adhering to Shariah compliance and brand value.
• Ensure high level of sales and services of HSBC Amanah Wealth Management products based on needs-based selling.
• Cross-sell other products based on customer needs.
• Provide after-sales services to ensure delivery of superior banking experience.

Skills

Sales orientation

Self-motivation

Independent worker

Communication skills

Bank products knowledge

Unit Trust license

Multilingual

Banking sales experience

Education

SPM qualification with banking sales experience

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 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 Wealth 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