Primary Banker, Sungai Petani

HSBC
Malaysia
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: associatesSkills: ["Relationship building","Communication","Customer focus","Compliance","Driven"]

Drive sales of HSBC financial products in the Sungai Petani branch by building relationships with new and existing customers. Review markets to understand customers’ financial needs, promote digital channels and Life Sign Technology, and support wealth referrals to Premier colleagues. Ensure compliance with product and sales policies, maintain accurate customer records and transaction processing, and grow the Retail Amanah business with Shariah-compliant service excellence.

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FursaFursa
HSBC
HSBC
1 day ago

Primary Banker, Sungai Petani

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Last checked: 4 hours agoStatus: Live

Job Summary

Drive sales of HSBC financial products in the Sungai Petani branch by building relationships with new and existing customers. Review markets to understand customers’ financial needs, promote digital channels and Life Sign Technology, and support wealth referrals to Premier colleagues. Ensure compliance with product and sales policies, maintain accurate customer records and transaction processing, and grow the Retail Amanah business with Shariah-compliant service excellence.
Location: Malaysia
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Increase sales revenue of HSBC financial products through various sales activities.
  • •Build strategic relationships with existing and new customers and understand their financial needs.
  • •Promote and deliver digital channels and Life Sign Technology to customers to increase adoption.
  • •Ensure compliance with products and sales policies, procedures, and guidelines set by the Bank and relevant authorities.
  • •Grow the Retail Amanah business while upholding Shariah-compliant sales and service excellence, ensuring high-quality data input in customer records and transaction processing.

Key Requirements

  • •For candidates with no experience: possess a Diploma/Bachelor’s degree or equivalent qualification.
  • •For candidates with related experience: minimum SPM qualification with 5 credits is required.
  • •Relevant licensing in marketing wealth products such as PCE/TBE/CEILLI/FIMM is an added advantage.
  • •Good track record and knowledge of personal banking products including credit card, personal loan, and fixed deposit.
  • •Conversant of Shariah knowledge and competency, with strong interpersonal and communication capability.
Education:Associate's
Skills:Relationship buildingCommunicationCustomer focusComplianceDriven
Licenses:PCETBECEILLIFIMM
Tech Stack:Life Sign Technology

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn