• HSBC Careers | Premier Relationship Manager Job, Dubai

    HSBC Careers | Premier Relationship Manager Job, Dubai

    Location: United Arab Emirates
    Published:

    Job Description

    HSBC is currently recruiting for the role of Premier Relationship Manager

    to join our Wealth and Personal Banking team, 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

    • Drive Wealth referrals to accredited Financial Planning Manager

    • Work closely with Financial Planning Managers in portfolio deep dive sessions to identify client with potential for wealth business.

    • Accompany FPMs, if required, in meetings to discuss wealth needs.

    • Identify client protection needs and recommend appropriate solutions.

    • Drive JADE referrals

    • 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

    • ICWIM Level 3 qualification (Not essential but preferred)

    • Minimum of three years proven and progressive financial services and/or wealth 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

    • Able to communicate well in English and local languages

    Job Details

    Company: HSBC

    Employment Type: Full-time

    Job Location: Dubai, United Arab Emirates

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