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Offer: Advance Financial Guide - Cyberjaya (CBJ): HSBC Bank (M) Berhad

Job description:

Advance Financial Guide - Cyberjaya (CBJ)

    income:  Competitive
    Job location:  Selangor, Malaysia
    Employment Type:  Permanent, Full time
    Employer :  HSBC Bank (M) Berhad
    Updated on:  13 Jun 18

Advance Financial Guide - Cyberjaya (CBJ)
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 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's comprehensive range of global banking and financing solutions, HSBC Amanah leverages the Group's international practice and skills 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 function 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 profitcapability by the effective solicitation and selection of deposit, credit applications and simple wealth management products while adhering to Shariah compliance and the Amanah brand value.

Principal Responsibilities

To contribute to the branch and Retail Banking & Wealth Management business profitcapability by:-
    Consistently achieving individual and branch sales targets by proactively selling Amanah products on a needs basis, using a consultative selling process
    Having joint discussions with Line Managers to analyse the financial and economic market to develop a sales plan and strategy
    Working with Line Managers to plan daily/weekly/monthly sales activities as per the sales plan and strategy
    Acting promptly on all leads and follow-up activity, in order to close the sale
    Ensuring 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 times
    Updating and maintaining accurate record of all sales activities in a timely manner for Line Manager's review
    Proactively provide service including non-cash transactions to customers when necessary
To adopt needs-located selling approach by:-
    Building rapport and establishing customer needs through the completion of the Life Check
    Identifying and matching customers' financial needs to the Amanah financial solution according to their different life stages
    Consistently following-up and follow-through on customer's application within the stipulated timelines
    Opening new Advance-i banking accounts within the KYC requirement standard and 100% defects-free quality in the account opening documents
    Ensuring proactive update of accurate customer information in the Bank's system and update customers on HSBC Amanah products and leverage on service to prospect for sales

To comply to the code of sales ethics and professional conduct by:-
    Maintaining a professional appearance at all times in the customer area, including promotional displays
    Meeting the requirements of the Sales Quality Standards
    Observing all laws and regulations governing the Bank's business and their profession
    Observing HSBC Group's Key Business Values (KBVs) whilst performing his/her job
    Ensuring that the product recommended is appropriate to the needs and not beyond the resources of the prospective customer
    Treating all customers' information as confidential
    Avoiding aggressive and offensive sales practices

To maintain HSBC internal control standards, implement and observe Group Compliance Policy and maintain consciousness of operational risk and minimize the likelihood of Information technology occurring.
    Maintain and ensure due observance of HSBC Internal Control Standards, including the timely implementation of recommendations made by internal/external auditors and external regulators
    Ensure consciousness of compliance requirements and implementation of Group Compliance Policy
    Maintain consciousness of operational risk Including its identification, assessment, mitigation and control, loss identification and reporting in conformity with Section 4 of the Group Operations Functional Instruction Manual

    Professional, goal-oriented, innovative and well organised
    Entrepreneurial, confident, outgoing and creative
    Passionate in delivering superior sales and customer service
    Excellent communication (Bahasa Malaysia and English) and interpersonal skills
    Must be willing to work flexible hours
    Minimum of Diploma or Sijil Pelajaran Malaysia with 2 years working practice
    Insurance and/or Unit Trust License will be beneficial but not essential
    Only Malaysian citizens are encouraged to apply


Job Category: Broadcast/Publishing [ View All Broadcast/Publishing Jobs ]
Language requirements:
Employment type:
Salary: Unspecified
Degree: Unspecified
Experience (year): Unspecified
Job Location: Selangor
Company Type Employer
Post Date: 06/13/2018 / Viewed 242 times
Contact Information
Company: HSBC Bank (M) Berhad

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