Premier Wealth Advisor - Islamic Finance Specialist

HSBC; Putrajaya; On-site; MYR 50,000 - 75,000; Full time

Job summary

A leading financial services provider is seeking an ambitious individual to join as a Premier Financial Guide in Putrajaya, Malaysia. The role involves managing and growing High Net Worth customer relationships, ensuring exceptional service in holistic wealth management. Strong sales orientation, communication skills, and a minimum SPM qualification with 2 years banking experience are essential. The position offers an opportunity to work in a supportive environment and contribute to clients' financial goals.

Qualifications

• 2 years of strong banking sales experience is required.
• Unit Trust and/or Insurance license is essential.
• Must be able to communicate well in English and local languages.

Responsibilities

• Manage, acquire, grow, and deepen High Net Worth customers' relationships.
• Ensure a high level of sales and service of HSBC Amanah Wealth Management products.
• Cross-sell other products based on customer needs.
• Provide after-sales services to deliver superior banking experience.

Skills

Sales orientation

Customer service orientation

Excellent communication skills

Relationship management

Self-motivated

Education

Minimum SPM qualification

Job description

A leading financial services provider is seeking an ambitious individual to join as a Premier Financial Guide in Putrajaya, Malaysia. The role involves managing and growing High Net Worth customer relationships, ensuring exceptional service in holistic wealth management. Strong sales orientation, communication skills, and a minimum SPM qualification with 2 years banking experience are essential. The position offers an opportunity to work in a supportive environment and contribute to clients' financial goals.