Premier Financial Guide, Skudai Branch

HSBC; Skudai; On-site; MYR 60,000 - 80,000; Full time

Job summary

A global banking institution in Johor is seeking a Premier Financial Guide to manage and grow Amanah Premier portfolios. The role involves ensuring high sales of HSBC Amanah Wealth Management products while providing exceptional customer service. Candidates with a proven sales record and strong relationship management skills are encouraged to apply. This position offers opportunities for career growth within a leading global banking environment.

Qualifications

• Proven sales track record in financial services.
• Strong interpersonal and relationship management skills.
• Ability to provide superior customer service.

Responsibilities

• Manage and grow Amanah Premier portfolios.
• Ensure high sales of HSBC Amanah Wealth Management products.
• Cross sell financial products based on customer needs.

Skills

Sales proficiency

Relationship management

Customer service

Job description

Overview

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 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.