Primary Banker, Damansara Utama

-Job description

**Some careers open more doors than others.**

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

**Wealth and Personal Banking i**s our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in the role of **Primary Banker **working together with colleagues to define, manage and achieve divisional business targets.

**Principal Responsibilities**:

- Achieve your personal Wealth and Personal Banking performance metrics.
- Meeting customer expectations in terms of efficiency, accuracy, timeliness and professionalism of response either face to face or at the telephone.
- Effective use of tools and information to drive customer service delivery and WPB performance.
- In conjunction with your wider team build a high personal and corporate profile in the community in which you are based.
- Establish and agree customer contact strategies in line with Group operating models.
- Fully utilize and input to Customer Relationship Management data, ensuring all customer information is complete and kept up to date. Ensure Direct channels are fully utilized by the customer
- Take ownership for the reason for the customer visit to HSBC and deliver an effective solution.
- Work with the wider team to deliver the branch performance, measures and plan to support the multi-channel customer journey
- Deliver to publish Service Level Agreements and customer standards.
- To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered.
- Proactively support others through direct and indirect actions beyond activities particular to this role.
- Actively promote the use of direct channels to the customer.
- Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines.
Requirements

**Requirements**:

- A minimum of bachelor’s degree in any related field.
- At least 1 year of experience in banking or financial products, not necessary to be in cards.
- Proven ability in building strong customer relationships in a multi-channel environment.
- Ability to analyze financial priorities and influence customers to take appropriate action to meet their needs.
- A full understanding of HSBC’s Credit Policy and Lending Guidelines.
- A broad knowledge of financial planning and defining customer needs.
- A full understanding of the needs of the mid-market customer segment in general.
- A full understanding of the referral processes.
- A full understanding of the Advance Proposition.
- Excellent relationship skills.
- Customer driven with a strong focus on quality of service.
- Proven ability in making lending decisions in accordance with bank policy and guidelines.
- A clear understanding of how value is created within the Premium segment, both for customers and the bank.
- Only Malaysians are encouraged to