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Financial Services Expert

1 week ago

Bayan Lepas, Penang, Malaysia HSBC Full time

**Company Overview**

HSBC is one of the world's largest banking and financial services organizations, operating in 64 countries and territories. Our Wealth and Personal Banking business combines Retail Banking and Wealth Management to become one of the world's largest global wealth managers.

We are committed to building a culture where all employees are valued, respected, and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment.

Key Responsibilities:

  • Manage a portfolio of Premier customers, providing personalized service and advice to meet their financial needs.
  • Develop and execute strategies to acquire, cross-sell, and retain Premier customers, working closely with the broader branch team.
  • Stay up-to-date with market trends and regulatory requirements to ensure compliance and deliver excellent service quality.

Requirements:

  • A recognized tertiary Diploma / Degree qualification.
  • Minimum of five (5) years proven and progressive financial services and/or retail sales experience or equivalent.
  • Evidence of strong sales results in insurance and investment products.