• HSBC Careers in Dubai | Premier Wealth Relationship Manager

    HSBC Careers in Dubai | Premier Wealth Relationship Manager

    Location: United Arab Emirates
    Published:

    Job Description

    HSBC is currently recruiting for the role of Premier Wealth Relationship Manager

    to join our Wealth and Personal Banking, working together with colleagues to define, manage and achieve divisional business targets.

    Duties and Responsibilities

    Your main responsibilities in this role include the following:

    • 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


    Job Requirements

    • Bachelor's degree or equivalent experience.

    • Proven and progressive financial services, and experience as a Relationship Manager.

    • Evidence of strong client recommendation and sales results in wealth products.

    • Equivalent relationship management experience in managing high net worth client portfolios preferred.

    • Expert knowledge in financial planning and wealth products.

    • Sound knowledge of the impact of macroeconomics/microeconomics/local market developments.

    • Expert knowledge of external regulatory framework relevant to wealth management.

    • If internal, in-depth understanding of HSBC Global House Views.

    • Strong client focuses and ability to develop long term partnerships with clients.

    • Ability to deliver needs-based solutions through effective communication, influencing, and sales skills.

    • 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.

    • Fully accredited by SCA

    Job Details

    Company: HSBC

    Employment Type: Full-time

    Job Location: Dubai, United Arab Emirates

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