Premier Islamic Wealth Advisor

HSBC Holdings plc; Kuala Lumpur; Vor Ort; MYR 55.000 - 80.000; Vollzeit

Zusammenfassung

HSBC Amanah is seeking a Premier Financial Guide in Kuala Lumpur to pro-actively manage, grow, retain and deepen Amanah Premier portfolios through strategic account planning and referrals within Shariah-compliant guidelines.

You will work to deliver high-level sales and service for wealth products, grow HNW relationships, and cross-sell based on client needs, with emphasis on post-sale support and client satisfaction.

Qualifikationen

• 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 Management products 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.

Aufgaben

• Ensure a high level of sales and services of HSBC Amanah Wealth Management products based on needs based selling.
• Manage, grow and deepen High Net Wealth 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.

Kenntnisse

Sales skills

Customer service

English communication

Interpersonal skills

Ausbildung

SPM

Tools

Banking software

Jobbeschreibung

HSBC Amanah is seeking a Premier Financial Guide in Kuala Lumpur to pro-actively manage, grow, retain and deepen Amanah Premier portfolios through strategic account planning and referrals within Shariah-compliant guidelines.

You will work to deliver high-level sales and service for wealth products, grow HNW relationships, and cross-sell based on client needs, with emphasis on post-sale support and client satisfaction.