Primary Banker 1, Petaling Jaya Branch

HSBC; Petaling Jaya; On-site; MYR 100,000 - 150,000; Full time

Job summary

Join HSBC as a Primary Banker 1 in the Wealth and Personal Banking team, where you will deliver exceptional customer experiences and promote various banking products. This role offers you the chance to grow alongside a global leader in wealth management, helping to serve a diverse clientele, from individuals to ultra-high-net-worth individuals.

Qualifications

• Ability to identify and fulfill customer needs.
• Experience in promoting financial products.
• Strong sales skills and customer management.

Responsibilities

• Deliver exceptional customer experience.
• Promote digital channels and financial products.
• Ensure compliance with regulatory requirements.

Skills

Customer Experience

Sales

Compliance

Job description

Some careers grow faster than others.

If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in the role of Primary Banker 1 working together with colleagues to define, manage and achieve divisional business targets.

Principal Responsibilities:

1. Act as a Branch Ambassador to deliver exceptional customer experience through identifying and fulfilling customer needs at first point of contact
2. Promote digital channel and Life Sign Technology to New to Bank (NTB) or Existing to Bank (ETB) customers
3. Generate revenue growth by meeting customer needs for cards, personal loan, balance build and other retail products
4. Drive referrals for both Advance and Premier customer segments
5. Utilise customer base to look for opportunities and drive sales
6. Update customer’s information accurately in the Bank’s system
7. Ensure Compliance, Audit, SOX and other regulatory requirements are met