Wealth and Personal Banking Specialist

3 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time
About Us

HSBC is one of the world's largest global wealth managers with USD1.4 trillion in assets.

Principal Responsibilities
  1. To achieve the desired Relationship Manager and Branch sales performance targets.
  2. Sales Activities & Management
    • Meeting customer needs by providing financial planning advice to customers in relation to their insurance portfolio.
    • Responsible on overall insurance business of Relationship Manager and Branch.
    • Organising branch activities i.e customer event in regional/branch level.
  3. After Sales Service
    • Providing after sales service & guidance to customers such as minor claims process, policy changes, etc.


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