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Primary Banker, Ipoh Branch

4 weeks ago

Ipoh, Malaysia HSBC Full time

-Job description

**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**:

- Achieve your personal Wealth and Personal Banking performance metrics.
- Meeting customer expectations in terms of efficiency, accuracy, timeliness and professionalism of response either face to face or at the telephone.
- Effective use of tools and information to drive customer service delivery and WPB performance.
- In conjunction with your wider team build a high personal and corporate profile in the community in which you are based.
- Establish and agree customer contact strategies in line with Group operating models.
- Fully utilise and input to Customer Relationship Management data, ensuring all customer information is complete and kept up to date. Ensure Direct channels are fully utilized by the customer.
- Take ownership for the reason for the customer visit to HSBC and deliver an effective solution.
- Work with the wider team to deliver the branch performance, measures and plan to support the multi-channel customer journey.
- Deliver to publish Service Level Agreements and customer standards.
- To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered.
- Proactively support others through direct and indirect actions beyond activities particular to this role.
- Actively promote the use of direct channels to the customer.
- Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines.
Requirements

**Principal Responsibilities**:

- To increase sales revenue of HSBC’s financial products via various sales activities
- To build strategic relationship with existing customer and new customers
- To conduct market reviewing and understand customer’s financial need 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 to customers to create awareness and increase the adoption rate
- To drive wealth referrals specifically 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 and complied to at all times

**Requirement**
- Minimum SPM qualification with 5 credits
- Fresh graduates are encouraged to

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