Premier Financial Guide, Bangsar

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If you’re looking for a role that will help you stand out at HSBC, take a look at how you can fulfil your potential.

Representing the largest global Islamic financial services team of any international bank, HSBC Amanah provides a full suite of innovative Islamic products and services to retail and corporate customers around the world. Complementing HSBC’s comprehensive range of global banking and financing solutions, HSBC Amanah leverages the Group’s international experience and expertise in Islamic finance to best serve the growing demand for this viable alternative to conventional financing in Malaysia.

We are currently seeking an ambitious individual to join our HSBC Amanah team in the role of Premier Financial Guide, working together with colleagues to define, manage and achieve divisional business targets.

Reporting directly to the branch manager, the job holder mainly responsible to pro-actively manage, grow, retain and deepen Amanah Premier portfolios through account-planning activity (portfolio management) in accordance with the Global Premier proposition standards as well as referring mortgage business to Financial Guides while adhering to Shariah compliance and the Amanah brand value.

Principal Responsibilities:

• Ensure a high level of sales and services of HSBC Amanah Wealth Management products based on needs based selling
• Manage, acquire, grow and deepen High Net Worth customers’ relationships through effective relationship management
• Cross sell other products based on customer’s need
• Provide after sales services to ensure consistent delivery of superior banking experience.

• Experience in retail banking environment with certifications such as IPPC, CUTE/ FIMM, PCEIA, CEILLI & TBE
• Candidate with experience in relationship Management of High Net Worth clients are preferred.
• Excellent track record in business development
• Expertise in financial planning and wealth products
• Strong client focus and ability to develop long term partnerships with clients
• Ability to deliver needs-based solutions through effective communication, influencing skills

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

When applying, please submit a full resume and attach your appraisal reports for the last two years. Your local internal application policy should also be followed. For internal applicants with less than eighteen months in their current role, please also obtain and enclose line manager endorsement in the application.

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 Amanah Malaysia Berhad