Financial Service Specialist

5 days ago


George Town, Penang, Malaysia HSBC Full time

Wealth and Personal Banking

Our Wealth and Personal Banking team focuses on providing tailored solutions for our high-net-worth individuals and businesses. We offer a wide range of products and services, including bank accounts, credit cards, personal loans, mortgages, asset management, insurance, wealth management, and private banking.

Primary Responsibilities:

  • To identify opportunities to increase sales revenue of HSBC's financial products through various sales activities
  • To build and maintain strategic relationships with existing and new customers
  • To conduct market reviews and understand customers' financial needs and requirements
  • To promote and deliver digital channels and Life Sign Technology to new and existing customers
  • To share digital knowledge with customers to increase awareness and adoption
  • 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 relevant authorities


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