Premier Financial Guide, Bukit Tinggi

HSBC; Selangor; On-site; MYR 30,000 - 60,000; Full time

Job summary

An established industry player is seeking an ambitious individual to join their Premier Financial Guide team. This role focuses on managing and deepening relationships with High Net Worth clients while ensuring compliance with Shariah standards. The ideal candidate will excel in needs-based selling and possess strong relationship management skills. Join a forward-thinking company that offers opportunities for growth and development in the Islamic finance sector, where your contributions will make a significant impact on clients' financial journeys.

Qualifications

• Experience in managing High Net Worth customer relationships.
• Strong sales skills with a focus on needs-based selling.

Responsibilities

• Manage and grow Amanah Premier portfolios through effective account planning.
• Cross-sell financial products based on customer needs.

Skills

Relationship Management

Sales Skills

Wealth Management

Shariah Compliance Knowledge

Education

Bachelor's Degree in Finance or related field

Professional Certification in Islamic Finance

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 proactively 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:

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