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Primary Banker, Sungai Petani Branch

2 months ago


Malaysia HSBC Full time

Description - External

Some careers grow faster than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.

In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in the role of Primary Banker working together with colleagues to define, manage and achieve divisional business targets.

Principal Responsibilities:

  1. To increase sales revenue of HSBC’s financial products via various sales activities.
  2. To build strategic relationships with existing customers and new customers.
  3. To conduct market reviews and understand customers’ financial needs and requirements.
  4. To promote and deliver our digital channel and Life Sign Technology to New to Bank or Existing to Bank customers.
  5. To share digital know-how with customers to create awareness and increase the adoption rate.
  6. To drive wealth referrals specifically for investment needs to Premier colleagues.
  7. To ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered to at all times.
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