Primary Banker, Bayan Baru

HSBC; Bayan Lepas; On-site; MYR 60,000 - 90,000; Full time

Job summary

HSBC Malaysia in Penang seeks a dedicated Primary Banker to grow our International Wealth and Premier Banking client base. You will build trusted relationships, understand customer needs, and promote wealth products and digital channels to both new and existing clients.

You will work under regulatory guidelines, maintain high data quality, and support Shariah-compliant sales with a focus on delivering personalised financial solutions. Prior banking experience and relevant licenses are preferred.

Qualifications

• Diploma/Bachelor's degree or equivalent qualification.
• SPM with 5 credits is required for this position.
• Licensing in wealth products such as PCE/TBE/CEILLI/FIMM is an added advantage.
• Good track record and knowledge of personal banking products (credit card, personal loan, fixed deposit).
• Strong interest in building relationships and providing financial solutions to customers.
• Good interpersonal and communication capability.
• Driven for success and eager to learn, grow and thrive.
• Conversant of Shariah knowledge and competency.

Responsibilities

• To increase sales revenue of HSBC’s financial products via various sales activities.
• To build strategic relationship with existing customers and new customers.
• To conduct market reviewing and understand customer’s financial needs and requirements.
• To promote and deliver our digital channel and Life Sign Technology to New to Bank or Existing to Bank customers.
• To share digital know-how to customers to create awareness and increase the adoption rate.
• To drive wealth referrals specifically investment needs to Premier colleagues.
• To ensure compliance with products and sales policies, procedures and guidelines set by the Bank and relevant authorities.
• To ensure high quality data input in customer records, transaction processing and reporting including account opening, financing processing and other banking services.
• Grow the Retail Amanah business while upholding Shariah-compliant sales and service excellence.

Skills

Inter-personal communication

Relationship building

Sales orientation

Financial solutions

Digital channel promotion

Shariah knowledge

Education

Diploma/Bachelor's degree or equivalent

SPM with 5 credits

Tools

PCE/TBE/CEILLI/FIMM licensing

Job description

Some careers open more doors than others.

If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

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

Principal Responsibilities:

• To increase sales revenue of HSBC’s financial products via various sales activities
• To build strategic relationship with existing customer and new customers
• To conduct market reviewing and understand customer’s financial need and requirements
• To promote and deliver our digital channel and Life Sign Technology to New to Bank or Existing to Bank customers
• To share digital know-how to customers to create awareness and increase the adoption rate
• To drive wealth referrals specifically investment needs to Premier colleagues
• To ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times.
• Ensure high quality data input in customer records, transaction processing and reporting including but not limited to account opening, financing processing and other banking services.
• Grow the Retail Amanah business while upholding high integrity and ensure branch’s adherence to Shariah-compliant sales and service excellence.

Requirement:

• Candidates with no experience must at least possess Diploma/Bachelor's degree or equivalent qualification.
• With working experience in the related field, minimum SPM qualification with 5 credits is required for this position.
• Relevant licensing in marketing wealth products such as PCE/TBE/CEILLI/FIMM would be an added advantage.
• Good track record and knowledge of personal banking products i.e. Credit card, personal loan, fixed deposit;
• Strong interest in building relationships and providing financial solutions to customers
• Good inter-personal and communication capability
• Driven for success and eager to learn, grow, and thrive
• Conversant of Shariah knowledge and competency.

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized

To understand why our Wealth colleagues like working at HSBC, please visit www.hsbc.com/wealth-careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Bank Malaysia Berhad