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Personal Finance Specialist

2 weeks ago

Penang, Malaysia HSBC Bank Malaysia Berhad Full time

In International Wealth and Personal Banking, we have a strong commitment to helping our clients achieve their financial goals. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.

Responsibilities include:

  1. Managing customer relationships and providing expert advice on personal finance and wealth management.
  2. Developing and implementing strategies to grow the Mortgage business and increase revenue.
  3. Collaborating with colleagues to achieve business objectives and contribute to the success of the team.
  4. Identifying opportunities to cross-sell retail banking products and services to customers.
  5. Ensuring high standards of sales and service levels are met by providing excellent customer engagement and experience journey as per the bank's standard.