Premier Wealth Relationship Manager

Job Description

Premier Wealth Relationship Manager, Abu Dhabi (ID: 0000LQY1)

Some careers shine brighter 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.

HSBC International Wealth and Premier Banking aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We provide a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.

We are currently seeking an experienced professional to join our team.

In this role, you will:

• Maximize profit and achievement of the growth of Premier client’s portfolio.
• Achieve agreed KPI objectives by development of existing and new relationships.
• Build effective relationships with clients to retain and develop sustainable relationships.
• Complete regular reviews with clients to understand their current and long-term needs and advise them on the products and services that help them achieve their goals.
• Effective use of tools and information to drive client service delivery and WPB performance.
• Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group.
• Build a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand
• Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals.
• Establish and agree client contact strategies in line with Group operating models.
• Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date.
• Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group
• Maintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients.
• Monitor client satisfaction data implementing portfolio level improvements.
• Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client.
• To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered.
• Proactively support others through direct and indirect actions beyond activities particular to this role
• Collaborate with the wider team to deliver the Branch WPB Performance measures and plan to support the multi-channel client journey.
• Strictly following and implementing with accuracy KYC and SCC due diligence information for individuals from Sanction & sensitive countries.
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
  
  

Requirements

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

• Graduation degree is REQUIRED – to secure a UAE Visa and Work Permit.
• Candidates are required to be SCA accredited within 6 months upon joining by completing 2 mandatory exams stipulated by SCA (ICWIM level 3 & UAE Financial Rules & Regulations) and obtaining University degree equalization from the Ministry of Education.
• Excellent proven and progressive financial services and/or retail sales experience or equivalent
• Evidence of strong sales results in insurance and investment products
• Relationship management experience with high-net-worth clients
• Strong technical skills in wealth management
• Strong communication, client focus and influencing skills.
• Strong sales orientation, networking and portfolio management skills
• Sound knowledge of financial services products and services and the client relationship management system
• Understanding of business banking client segment and products and services
• Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country.
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
  
  

For further details and application information please visit our careers site, searching under reference number 0000LQY1.

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. 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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