Premier Financial Guide, Bangsar

Premier Financial Guide

Reporting directly to the branch manager, the job holder is mainly responsible to proactively manage, grow, retain and deepen Amanah Premier portfolios through account-planning activity (portfolio management) in accordance with the Global Premier proposition standards as well as referring mortgage business to Financial Guides while 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 of superior banking experience

Qualifications

• Strong sales and customer service orientation
• Self-motivated...