Premier Financial Guide, Sunway Branch

HSBC; Subang Jaya; On-site; MYR 30,000 - 50,000; Full time

Job summary

Join HSBC as a Premier Financial Guide and take your career to the next level. This role focuses on managing and enhancing relationships with High Net Worth clients, offering tailored wealth management solutions while adhering to Shariah compliance. If you're passionate about delivering exceptional banking experiences, this is the opportunity for you.

Qualifications

• Experience in managing High Net Worth portfolios is essential.
• Strong ability in needs-based professional sales.
• Understanding of Shariah compliance in finance is preferred.

Responsibilities

• Proactively manage, grow, and retain Amanah Premier portfolios.
• Cross-sell banking products to High Net Worth customers.
• Ensure compliance with Global Premier proposition standards.

Skills

Sales Management

Relationship Management

Wealth Management

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 values.

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.