Description
We are seeking an ambitious Premier Financial Guide to join our HSBC Amanah team in Bangsar, Kuala Lumpur.
As a Premier Financial Guide, you will proactively manage and grow Amanah Premier portfolios, ensuring a high level of sales and services of HSBC Amanah Wealth Management products.
Principal Responsibilities:
- Manage, acquire, grow and deepen High Net Worth customers' relationships through effective relationship management
- Cross-sell other products based on customers' needs
- Provide after-sales services to ensure consistent delivery of superior banking experience
- Ensure a high level of sales and services of HSBC Amanah Wealth Management products based on needs-based selling
Qualifications:
- 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 is 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 and influencing skills
Benefits:
- Opportunities for continuous professional development
- Flexible working arrangements
- Inclusive and diverse work environment
When applying, please submit a full resume and attach your appraisal reports for the last two years.
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