Personal Financial Advisor - Northern Region

Personal Financial Advisor - Northern Region

HSBC
Penang Malaysia
1-4 years
Not Specified

Job Description


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 leverages HSBC's global retail banking expertise and wealth management capabilities to deliver a broad range of world-class retail banking solutions to millions of customers. Driving for growth in key markets around the world, the business comprises areas such as retail banking, wealth management, insurance and asset management, with a focus on customer-centric propositions and innovative and efficient distribution channels that will differentiate our customer experience and deliver market leading retail banking and wealth management solutions.
Principal Responsibilities
  • Achieve theWealth 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 to build a high personal and wealth profile in the community in which you are based.
  • Establish and agree customer contact strategies in line with Group operating models.
  • Fully utilise 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
  • Work with an integrated branch management team to deliver the branch performance and standards, plan to support the multi-channel customer journey and ensuring operating models delivered.
  • Proactively support others through direct and indirect actions beyond activities particular to this role.
  • Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines
Qualifications
Requirements
  • A recognized tertiary Diploma / Degree qualification
  • At least 1 year of experience in banking or financial products.
  • Proven ability in building strong customer relationships in a multi-channel environment.
  • Ability to analyse financial priorities and influence customers to take appropriate action to meet their needs.
  • 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.
  • Strong communication, client focus and influencing skills.
  • Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
  • Able to communicate well in English and local languages.
  • Only Malaysians citizens are encouraged to apply.

Job Details

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