Wealth Client Engagement Specialist

HSBC; Kuala Kubu Bharu; On-site; MYR 5,000 - 9,000; Full time

Job summary

HSBC International Wealth and Personal Banking in Malaysia seeks a Client Engagement Executive to drive customer acquisition and satisfaction across retail and wealth services. You will participate in roadshows, engage prospect leads, deliver sales results, and collaborate with Managers to uphold HSBC values and regulatory standards.

The role emphasizes relationship-building and after-sales support to secure long-term client wealth growth.

Qualifications

• Min Diploma in any field or equivalent sales experience.
• Strong interpersonal and communication skills with the ability to engage with customer effectively.
• Proven ability to work under pressure and meet sales KPIs in a fast-paced environment.
• Multilingual ability (English, Bahasa Malaysia and/or Mandarin) to cater to diverse customer segments.

Responsibilities

• Achieve performance expectations and contribute toward the Retails business in line with IWPB strategic direction.
• Support and engage in roadshow or events including approach prospect leads for acquisition to deliver the overall sales result.
• Proactively work with Managers and Team Leader Customer Acquisition to plan, execute and optimize sales activities, ensuring alignment with business priorities.
• To champion and drive a culture that supports the HSBC branded customer experience.
• Provide quality after sales engagement to strengthen long-term relationships.
• Ensure 100% completion of mandatory training within deadlines.
• Support achievement of HSBC vision, values, goals and culture in personal behavior, actions and decision making.
• Demonstrate effectiveness, strong team player and Can-Do spirit by sharing knowledge and good practice.
• Understand and adhere to regulations and regulatory guidance promptly by reporting any breaches in accordance with local procedures.
• Ensure adherence to applicable Global, regional and country standards and policies.
• Safeguards the Bank from loss and always protects the Bank’s reputation.
• Maintain awareness of operational risk including its identification, assessment, mitigation and control, loss identification and reporting.

Skills

Interpersonal skills

Sales skills

Multilingual (EN BM CN)

Education

Diploma

Job description

HSBC International Wealth and Personal Banking in Malaysia seeks a Client Engagement Executive to drive customer acquisition and satisfaction across retail and wealth services. You will participate in roadshows, engage prospect leads, deliver sales results, and collaborate with Managers to uphold HSBC values and regulatory standards.

The role emphasizes relationship-building and after-sales support to secure long-term client wealth growth.