Advance Financial Guide - Bandar Sunway - Jobs in Malaysia - 969687

HSBC Amanah Malaysia Berhad
Job Summary
  • Experience 1-3 Years
  • Telecommuting
    N/A



Job Description

Some careers prize diversity more than others If you and rsquo re looking for a career where you will be respected as an individual and valued for the contributions you make join Hongkong and Shanghai Banking Corporation 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 and rsquo s comprehensive range of global banking and financing solutions HSBC Amanah leverages the Group and rsquo 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 Advance 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 build the Amanah Retail Banking and Wealth Management RBWM business by actively acquiring new to bank customers retaining and increasing customer Islamic product holdings that contributes to the branch profitability by the effective solicitation and selection of deposit credit applications and simple wealth management products while adhering to Shariah compliance and the Amanah brand valuePrincipal ResponsibilitiesTo contribute to the branch and Retail Banking and Wealth Management business profitability by -Consistently achieving individual and branch sales targets by proactively selling Amanah products on a needs basis using a consultative selling processHaving joint discussions with Line Managers to analyse the financial and economic market to develop a sales plan and strategyWorking with Line Managers to plan daily weekly monthly sales activities as per the sales plan and strategyActing promptly on all leads and follow-up activity in order to close the saleEnsuring that up-to-date and accurate customer information is entered and kept in the Bank s systems e g HUB CRMS RIS etc at all timesUpdating and maintaining accurate record of all sales activities in a timely manner for Line Manager and rsquo s reviewProactively provide service including non-cash transactions to customers when necessaryTo adopt needs-based selling approach by -Building rapport and establishing customer needs through the completion of the Life CheckIdentifying and matching customers and rsquo financial needs to the Amanah financial solution according to their different life stagesConsistently following-up and follow-through on customer and rsquo s application within the stipulated timelinesOpening new Advance-i banking accounts within the KYC requirement standard and 100 defects-free quality in the account opening documentsEnsuring proactive update of accurate customer information in the Bank and rsquo s system and update customers on HSBC Amanah products and leverage on service to prospect for salesTo comply to the code of sales ethics and professional conduct by -Maintaining a professional appearance at all times in the customer area including promotional displaysMeeting the requirements of the Sales Quality StandardsObserving all laws and regulations governing the Bank and rsquo s business and their professionObserving HSBC Group and rsquo s Key Business Values KBVs whilst performing his her jobEnsuring that the product recommended is suitable to the needs and not beyond the resources of the prospective customerTreating all customers and rsquo information as confidentialAvoiding aggressive and offensive sales practicesTo maintain HSBC internal control standards implement and observe Group Compliance Policy and maintain awareness of operational risk and minimize the likelihood of it occurring Maintain and ensure due observance of HSBC Internal Control Standards including the timely implementation of recommendations made by internal external auditors and external regulatorsEnsure Awareness of compliance requirements and implementation of Group Compliance PolicyMaintain Awareness of operational risk Including its identification assessment mitigation and control loss identification and reporting in accordance with Section 4 of the Group Operations Functional Instruction ManualRequirementsProfessional goal-oriented innovative and well organisedEntrepreneurial confident outgoing and creativePassionate in delivering superior sales and customer serviceExcellent communication Bahasa Malaysia and English and interpersonal skillsMust be willing to work flexible hoursMinimum of Diploma or Sijil Pelajaran Malaysia with 2 years working experienceInsurance and or Unit Trust License will be beneficial but not essentialOnly Malaysian citizens are encouraged to applyYou and rsquo ll achieve more when you join HSBC www hsbc com careersHSBC takes pride in a diverse and inclusive working environment that sees our people benefit from mentoring flexible working and the support of Employee Resource Network Groups Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement which is available on our website Issued by HSBC Bank Malaysia Berhad

Profile Summary

Type : Company job

Role : Junior Executive

Industry : Banking/Financial Services

Salary : Not Disclosed

Deadline: 2019-12-25

Company Profile

Some career 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.
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