Premier Financial Guide, Sunway Branch

HSBC; Subang Jaya; On-site; MYR 20,000 - 100,000; Full time

Job summary

A leading Islamic financial services provider in Malaysia is seeking a Premier Financial Guide to manage and deepen Amanah Premier portfolios. You will provide excellent customer service and relationship management to high net worth clients, ensuring a high level of sales and knowledge of financial products. This role offers opportunities for career growth and development.

Qualifications

• Proven experience in sales and customer service.
• Ability to manage and grow high net worth customer relationships.
• Strong understanding of banking and financial products.

Responsibilities

• Manage and deepen Amanah Premier portfolios.
• Ensure high-level sales for wealth management products.
• Provide after-sales services for a superior banking experience.

Skills

Sales and customer service

Relationship management

Cross-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 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 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.