Wealth Client Engagement Specialist

HSBC; Puchong; On-site; MYR 36,000 - 72,000; Full time

Job summary

HSBC International Wealth and Personal Banking (IWPB) in Malaysia is seeking a Client Engagement Executive to identify prospects, execute acquisition activities such as roadshows and events, and ensure quality onboarding to achieve individual and team sales targets.

You will cross-sell retail banking products including cards, borrowing and Mortgage referrals, provide after-sales engagement, and maintain regulatory compliance while delivering HSBC's value of a world-class customer experience.

Qualifications

• Diploma or equivalent sales experience.
• Strong interpersonal and communication skills.
• Multilingual ability (English, Bahasa Malaysia and/or Mandarin).

Responsibilities

• Identify prospects and drive acquisition activities such as roadshows or events.
• Ensure quality onboarding to achieve sales targets.
• Cross-sell retail banking products including credit cards, borrowing and Mortgage referrals.
• Support compliance with regulatory guidelines and HSBC policies.

Skills

Prospect identification

Roadshow execution

Cross-selling

Multilingual communication

Education

Diploma

Job description

HSBC International Wealth and Personal Banking (IWPB) in Malaysia is seeking a Client Engagement Executive to identify prospects, execute acquisition activities such as roadshows and events, and ensure quality onboarding to achieve individual and team sales targets.

You will cross-sell retail banking products including cards, borrowing and Mortgage referrals, provide after-sales engagement, and maintain regulatory compliance while delivering HSBC's value of a world-class customer experience.