Premier Financial Guide, Bangsar (Kuala Lumpur, Federal Territory of Kuala Lumpur, MY, 59100)

HSBC
Kuala Lumpur
Workplace: OnsiteFull timeFunction: Government & Public AdministrationSkills: ["Needs-based selling","Relationship management","Business development","Client focus","Communication","Influencing"]

Help grow and retain HSBC Amanah Premier portfolios by proactively managing accounts through needs-based selling and account-planning. You’ll build and deepen relationships with high net worth customers, cross-sell relevant products, refer mortgage business to Financial Guides, and provide after-sales service to ensure a consistently superior banking experience—while adhering to Shariah compliance and Amanah brand standards.

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FursaFursa
HSBC
HSBC
3 days ago

Premier Financial Guide, Bangsar (Kuala Lumpur, Federal Territory of Kuala Lumpur, MY, 59100)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Help grow and retain HSBC Amanah Premier portfolios by proactively managing accounts through needs-based selling and account-planning. You’ll build and deepen relationships with high net worth customers, cross-sell relevant products, refer mortgage business to Financial Guides, and provide after-sales service to ensure a consistently superior banking experience—while adhering to Shariah compliance and Amanah brand standards.
Location: Kuala Lumpur
Workplace: Onsite
Employment Type: Full time
Job Function: Government & Public Administration

Key Responsibilities

  • •Proactively manage, grow, retain, and deepen Amanah Premier portfolios through account-planning in line with Global Premier standards.
  • •Sell HSBC Amanah Wealth Management products based on customers’ needs.
  • •Manage, acquire, grow, and deepen high net worth customers’ relationships through effective relationship management.
  • •Cross-sell other products based on customer needs and refer mortgage business to Financial Guides.
  • •Provide after-sales services to ensure consistent delivery of a superior banking experience while adhering to Shariah compliance and brand values.

Key Requirements

  • •Experience in retail banking environment with certifications such as IPPC, CUTE/FIMM, PCEIA, CEILLI & TBE.
  • •Experience in relationship management of high net worth clients is preferred.
  • •Excellent track record in business development.
  • •Expertise in financial planning and wealth products.
  • •Strong client focus with the ability to deliver needs-based solutions through effective communication and influencing skills.
Experience:Retail bankingWealth managementHigh net worthIslamic financeBusiness development
Skills:Needs-based sellingRelationship managementBusiness developmentClient focusCommunicationInfluencing
Certifications:IPPCCUTE/FIMMPCEIACEILLITBE

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