Wealth Client Engagement Specialist

HSBC Bank Malaysia Berhad; Puchong; On-site; MYR 40,000 - 70,000; Full time

Benefits offered by this job

Industry competitive medical insurance

Attractive commissions and remuneratio

Diploma holders and fresh graduates…

Job summary

HSBC Bank Malaysia Berhad is seeking a Client Engagement Executive within the Wealth and Personal Banking (WPB) team. The role focuses on identifying prospects, executing roadshows, and ensuring quality onboarding to achieve individual and team sales targets.

You will cross-sell products such as credit cards, loans and mortgages, while championing HSBC's customer experience and meeting performance KPIs in a fast-paced banking environment.

Qualifications

• Min Diploma in any field or equivalent sales experience.
• Strong interpersonal and communication skills with the ability to engage with customers 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.
• Willing to work in shift rotation.

Responsibilities

• Identify prospects and execute acquisition activities such as roadshows or events.
• Cross-sell retail banking products including cards, loans and mortgages.
• Achieve individual and team sales targets and ensure quality onboarding for new customers.
• Coordinate with Managers to plan, execute and optimize sales activities in line with business priorities.
• Deliver HSBC's customer experience through proactive engagement and after-sales support.

Skills

Interpersonal skills

Communication skills

Sales skills

Multilingual proficiency

Education

Diploma

Job description

HSBC Bank Malaysia Berhad is seeking a Client Engagement Executive within the Wealth and Personal Banking (WPB) team. The role focuses on identifying prospects, executing roadshows, and ensuring quality onboarding to achieve individual and team sales targets.

You will cross-sell products such as credit cards, loans and mortgages, while championing HSBC's customer experience and meeting performance KPIs in a fast-paced banking environment.