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Premier Financial Guide (PFG)

10/09/19 14:21
Kuala Lumpur
Job Type:
Full Time
Start Date:
Some careers prize diversity more than others.
If you’re looking for a career where you will be respected as an individual and valued for the
contributions you make, join HSBC and discover how diversity drives our success.
Representing the largest global Islamic financial services team of any international bank, HSBC
Amanah provides a full suite of innovative Islamic products and services to retail and corporate
customers around the world. Complementing HSBC’s comprehensive range of global banking and
financing solutions, HSBC Amanah leverages the Group’s international experience and expertise in
Islamic finance to best serve the growing demand for this viable alternative to conventional financing
in Malaysia.
We are currently seeking an ambitious individual to join our HSBC Amanah team in the role of
Premier Financial Guide, working together with colleagues to define, manage and achieve divisional
business targets.
Reporting directly to the branch manager, the job holder mainly responsible to pro-actively manage,
grow, retain and deepen Amanah Premier portfolios through account-planning activity (portfolio
management) in accordance with the Global Premier proposition standards as well as referring
mortgage business to Financial Guides while adhering to Shariah compliance and the Amanah brand
Principal Responsibilities:
  • Building and managing the portfolio of high net worth Premier customers for HSBC Amanah
  • Ensuring a high level of sales and services of HSBC Amanah Wealth Management products based on needs based selling
  • Cross selling the Bank’s products to meet and exceed customers’ financial needs

  • Strong sales and customer service orientation
  • Self-motivated and results oriented
  • Able to work independently
  • Excellent communication and interpersonal skills
  • Good knowledge of the Bank’s Retail Banking and Wealth Management products and services
  • Unit Trust and/or Insurance license is essential
  • Minimum SPM qualification with 2 years of strong banking sales experience
  • Only Malaysian citizens are encouraged to apply

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