Primary Banker 1

4 days ago

Petaling Jaya, 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 experienced professional to join this team in the role of **Primary Banker I.**

**Principal Responsibilities**:

- Act as a Brand Ambassador for HSBC WPB, delivering an exceptional customer experience through identifying and fulfilling all customer needs at first point of contact (Meeter and Greeter role to all customer walk-ins to the branch)
- Demonstrate sound understanding of the bank’s products and services to provide “point of meet” solutions using tablets and technology to resolve more digital and technology related solutions to customer’s needs
- Promote and deliver our digital channel and Life Sign Technology to NTB or ETB customers. Sharing digital know-how to customers to create awareness and increase the adoption rate and usage that is convenient to customers therefore they can bank with us from anywhere at anytime
- Effectively question and listen to your customers to enable you to fully understand both new & existing customer’s financial circumstances and needs.
- Operate within a customer facing capacity in branch, generating revenue growth by meeting and exceeding customer needs; maximising opportunities across all retail customer segments by selling simple retail products (Cards, PIL, Balance Build and other retail products)
- Proactively drive referrals to both PB 2 for insurance and Premier to wealth colleagues
- Collaborates effectively with colleagues, stakeholders and specialists given customers the benefit of best banking solutions and specialist advice by proactively providing customers the best solution in the market
- Be a role model to peers and demonstrate customer engagement DNA by taking ownership to serve customers
- Ensure attends all training programmed designed for UB to continuously harness skills and knowledge and be competent when talking to stake holders
- Be proactive in building & developing a customer base and pipelines through the use of Customer Contact Lists, referrals and walk-ins
- Proactively update accurate customer information in the bank system for KYC / AML and other banks use later
- Objectives achieved in accordance with all Compliance, Audit, SOX and other regulatory requirements met at all times to ensure no reputation, monetary and operational losses.
- Comply with all training requirement as per the banks direction.

Requirements

**Requirements**:

- Attain appropriate professional qualification
- Obtain license in Insurance but not a pre-condition
- Product knowledge (retail)
- System knowledge (retail)
- Digital knowledge
- Customer Handling
- Creative and Problem Solving
- The jobholder forms an integral part of the branch and wider HSBC management team.
- The jobholder is expected to identify opportunities in day to day activities that contribute to the success of business.

You’ll achieve more when you join HSBC

**“To be considered for this role, the relevant rights to work in Malaysia are required.”**

Issued by HSBC Bank Malaysia Berhad

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