Premier Financial Guide, Kuala Lumpur City Centre

HSBC; Kuala Lumpur; On-site; MYR 50,000 - 80,000; Full time

Job summary

Join HSBC as a Premier Financial Guide in Kuala Lumpur, where you'll manage and grow high net worth client relationships. This role focuses on providing tailored wealth management solutions while ensuring adherence to Shariah compliance. You'll have the opportunity to develop your career in a supportive environment and make a significant impact on clients' financial well-being.

Qualifications

• Experience in wealth management preferred.
• Strong interpersonal skills with high net worth clients.
• Proven sales track record in financial products.

Responsibilities

• Manage and grow Premier portfolios through effective account planning.
• Cross-sell products based on client needs.
• Deliver a superior banking experience through after-sales service.

Skills

Sales Expertise

Relationship Management

Needs-based Selling

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 pro-actively managing, growing, retaining, and deepening 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 needs.
• Provide after-sales services to ensure a consistent delivery of a superior banking experience.