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Premier Financial Guide, Shah Alam

Company

HSBC Group

Location

shah alam, selangor

Type

Full-time

We are currently seeking an ambitious individual to join the HSBC Amanah team as a Premier Financial Guide, working together with colleagues to define, manage and achieve divisional business targets.

Reporting directly to the branch manager, the role is responsible for proactively managing, growing, retaining, and deepening Amanah Premier portfolios through account‑planning activities in accordance with the Global Premier proposition standards, while referring mortgage business to Financial Guides and adhering to Shariah compliance and the Amanah brand value.

Principal Responsibilities

  • Ensure a high level of sales and services of HSBC Amanah Wealth Management products based on needs‑based selling
  • Manage, acquire, grow and deepen High Net Worth customers’ relationships through effective relationship management
  • Cross‑sell other products based on customer’s need
  • Provide after‑sales services to ensure consistent delivery o...

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