Business Support Associate UAE National

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HSBC International Wealth and Premier Banking (IWPB)

We help customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs around the world. .

We are currently seeking an ambitious individual to join our IWPB team, working together with colleagues to define, manage and achieve divisional business targets.

In This Role, You Will

• Work with stakeholders in providing Senior Management with the relevant and timely analytical write-ups/commentaries & MIs to enable effective analysis and planning with a view to improve the Business
• Developing Business activity Tracking/Management System to monitor performances of the sales team to track Productivity, Targets, Business enablers, Performance parameters, achievements, and rankings
• Provide holistic analytical reports on Retail Management to Senior Sales Management. Liaise with business partners in the region to deliver consistent and accurate information – enable decisions on customer engagement and business planning.
• Manage projects from inception to completion being responsible for overhauling procedures, supervising implementation and completion of plan, related to the design and development needs of the project.
• Develop central collab point for teams to create, edit, organize, and publish content. Automate processes for collaborative digital content management and creation using built-in (or designed) workflows. Assign different accesses levels and permissions to individuals based on roles to update or revise content.
• Portfolio Management – Manage Portfolio and overall RM mapping for UAE. Daily Review and approve RM change requests for existing accounts and NTBs, including governance and control for RM movement and portfolio. Monthly indexing of Portfolios for UAE and share with frontline for validation. Prepare and release of monthly portfolio file to UAE and regions (Oman, Qatar, Bahrain and Egypt). Prepare and release of monthly trial commission MI to BI. Prepare and release monthly annual review MI to frontline to check and complete the pending annual review.
• Wealth Retention – Manage monthly life insurance Premium in Arrears, Claw back and Mortgage linked lapsed policies. Share the details with the frontline to check and validate. Record and collate the response for lapse cases and follow ups to ensure that front line respond and take initiative to revive the cases.
• Prepare analytical reports – Prepare different reports based on RM portfolio to analyze the activity, performance and penetration which will support management to monitor and track RM performance.
• Consult on technical issues and SharePoint solutions development and delivering end user training, including documentation, backups, maintenance, and support.
• Interface with internal and cross functional departments as required coordinating the processes and activities that focus on restoring service after an incident occurs.
• Develop innovative solutions to business challenges to include but not limited to workflows, dashboards, data connections, webpage designing etc.
• Ensure all users have the appropriate access to use the SharePoint deployed apps to its potential.
• Assist all users to migrate and maintain their documentation in the SharePoint environment.
• Aligning the business solution train and its stakeholders to the vision and coordinating development progress across multiple teams critical for business.
• Sought out as Expert, Serve as a Leader/ Mentor/ Trainer/ Change Agent.
  
  

To be successful in the role, you should meet the following requirements:

• Experience in financial services industry is a plus
• Understanding of Sales Structures, Incentive Framework
• Experience in dealing with Sales Managers with queries related to Sales MIs, Incentives and Productivity
• Strong analytical and presentation skills
• Strong interpersonal skills, including influencing and relationship building
• Excellent planning, organizational and solving skills
• Accuracy – ability to get it right the first time
• Graduation degree is a must – to secure a UAE Visa and/or Work Permit
  
  

You’ll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way. 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 The Hong Kong and Shanghai Banking Corporation Limited.

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