Premier Financial Guide, Shah Alam Branch

HSBC; Shah Alam; On-site; MYR 40,000 - 60,000; Full time

Job summary

A leading global financial services provider is seeking a Premier Financial Guide in Shah Alam, Malaysia. This role focuses on managing and enhancing High Net Worth client relationships through effective sales and service delivery. The ideal candidate should possess strong communication skills, a sales-oriented mindset, and a minimum of SPM qualification with at least 2 years of banking sales experience. This position offers a dynamic workplace with opportunities for growth in a diverse environment.

Benefits

Professional development opportunities

Flexible working 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 Retail Banking and Wealth Management products.
• Unit Trust and/or Insurance license is essential.
• Minimum SPM qualification with 2 years of banking sales experience.
• Able to communicate well in English and local languages.

Responsibilities

• Manage, acquire, grow and deepen High Net Worth customers’ relationships.
• Cross sell products based on customer needs.
• Provide after sales services for superior banking experience.

Skills

Sales orientation

Customer service

Communication skills

Interpersonal skills

Education

SPM qualification

Tools

Unit Trust and/or Insurance license

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 ourHSBC Amanahteam in the role ofPremier 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.

Qualifications - External

• 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 Managementproducts 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