Premier Financial Guide, Sunway Branch

Full-time Other

We are currently seeking an ambitious individual to join our HSBC Amanah team in the role of Premier Financial Guide , working together with colleagues to define, manage and achieve divisional business targets. Reporting directly to the branch manager, the job holder is primarily responsible for proactively managing, growing, retaining and deepening 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...