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Financial Solutions Expert

1 week ago

Petaling Jaya, Selangor, Malaysia HSBC Full time

HSBC's Wealth and Personal Banking division serves 41 million customers worldwide, offering them a range of financial services to manage, protect and grow their wealth.

In this role as a Primary Banker, you will be part of a team that works together to achieve divisional business targets by increasing sales revenue of HSBC's financial products.

You will focus on building strong relationships with customers, identifying their financial needs and providing tailored solutions to meet those needs.

Key Areas of Responsibility:

  1. Increasing sales revenue of HSBC's financial products via various sales activities.
  2. Building strategic relationships with existing and new customers.
  3. Conducting market reviews to understand customer financial needs and requirements.
  4. Promoting and delivering digital channel and Life Sign Technology to New to Bank or Existing to Bank customers.
  5. Driving wealth referrals specifically for investment needs to Premier colleagues.
  6. Ensuring compliance with products and sales policies, procedures, and guidelines set by the Bank and the relevant authorities.