Primary Banker, Petaling Jaya Branch

HSBC
Malaysia
Full timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Relationship building","Communication","Compliance","Data accuracy","Customer focus"]

Drive sales revenue for HSBC’s financial products by building strategic relationships with new and existing customers. Assess customer financial needs, support account opening and transaction processing with high-quality data, and promote digital channels and Life Sign Technology to increase adoption. Grow the Retail Amanah business while ensuring compliance with sales policies and authority guidelines, including adherence to Shariah-compliant service excellence and referral of wealth opportunities to Premier colleagues.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
1 day ago

Primary Banker, Petaling Jaya Branch

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Drive sales revenue for HSBC’s financial products by building strategic relationships with new and existing customers. Assess customer financial needs, support account opening and transaction processing with high-quality data, and promote digital channels and Life Sign Technology to increase adoption. Grow the Retail Amanah business while ensuring compliance with sales policies and authority guidelines, including adherence to Shariah-compliant service excellence and referral of wealth opportunities to Premier colleagues.
Location: Malaysia
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Increase sales revenue of HSBC’s financial products via various sales activities.
  • •Build strategic relationships with existing customers and new customers.
  • •Conduct market reviews and understand customers’ financial needs and requirements.
  • •Promote and deliver digital channel and Life Sign Technology to new to bank or existing to bank customers, and share digital know-how to increase adoption.
  • •Ensure compliance with products and sales policies, procedures and guidelines, and maintain high quality data input for customer records, transaction processing, reporting, and account opening/financing processing.

Key Requirements

  • •Increase sales revenue of HSBC financial products through sales activities.
  • •Build strategic relationships with existing and new customers by understanding their financial needs.
  • •Promote and deliver digital channel and Life Sign Technology to new or existing-to-bank customers, sharing digital know-how to drive adoption.
  • •Maintain compliance with bank and relevant authorities’ product and sales policies, procedures, and guidelines at all times.
  • •Possess a diploma/bachelor’s degree (or, with working experience, minimum SPM with 5 credits) and have relevant licensing for marketing wealth products as an advantage.
Education:Bachelor's
Skills:Relationship buildingCommunicationComplianceData accuracyCustomer focus
Licenses:PCETBECEILLIFIMM
Tech Stack:Digital channelLife 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