Primary Banker, Damansara Heights Branch

1 month ago


Malaysia HSBC Full time

Some careers open more doors 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.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

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:

  • To increase sales revenue of HSBC’s financial products via various sales activities
  • To build strategic relationships with existing customers and new customers
  • To conduct market reviews and understand customers’ financial needs and requirements
  • To promote and deliver our digital channel and Life Sign Technology to New to Bank or Existing to Bank customers
  • To share digital know-how with customers to create awareness and increase the adoption rate
  • To drive wealth referrals specifically for investment needs to Premier colleagues
  • 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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