Primary Banker, Bangsar

HSBC
Kuala Lumpur
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Relationship building","Communication","Compliance","Customer focus","Driven to succeed"]

Grow HSBC Amanah’s retail business by driving sales revenue of personal banking and wealth products, building strategic relationships with new and existing customers, and understanding customer financial needs. Promote digital channels and Life Sign Technology to improve awareness and adoption, and refer investment opportunities to Premier colleagues. Ensure compliance with product and sales policies, maintain high-quality customer data and transaction processing, and support Shariah-compliant sales and service standards in the branch.

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FursaFursa
HSBC
HSBC
3 days ago

Primary Banker, Bangsar

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Grow HSBC Amanah’s retail business by driving sales revenue of personal banking and wealth products, building strategic relationships with new and existing customers, and understanding customer financial needs. Promote digital channels and Life Sign Technology to improve awareness and adoption, and refer investment opportunities to Premier colleagues. Ensure compliance with product and sales policies, maintain high-quality customer data and transaction processing, and support Shariah-compliant sales and service standards in the branch.
Location: Kuala Lumpur
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Increase sales revenue of HSBC financial products through sales activities.
  • •Build strategic relationships with existing and new customers while reviewing markets and customer financial needs.
  • •Promote and deliver digital channel and Life Sign Technology to new-to-bank and existing-to-bank customers and share digital know-how to boost adoption.
  • •Drive wealth referrals to Premier colleagues based on investment needs.
  • •Ensure compliance with product and sales policies, maintain high-quality customer data and transaction processing, and uphold Shariah-compliant sales and service excellence.

Key Requirements

  • •Candidates with no experience must possess a Diploma/Bachelor’s degree or equivalent qualification.
  • •With working 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 (credit card, personal loan, fixed deposit).
  • •Conversant of Shariah knowledge and competency, with strong interpersonal and communication skills.
Experience:Islamic financeRetail bankingWealth management
Education:Bachelor's
Skills:Relationship buildingCommunicationComplianceCustomer focusDriven to succeed
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