Financial Planning Manager

5 days ago


UAE, United Arab Emirates HSBC Full time

**Financial Planning Manager (0000IAEK) - GCB 6**

**Some careers shine brighter than others.**

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

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

**In this role, you will**:

- Meeting new & existing Premier and Advance banking customers, identifying needs for financial services and solutions offering ‘best advice’ and, where appropriate, selling products to meet those needs.
- Achieving recurring revenue expectations for the needs supported while adhering to the sales quality manual and activity standards. Support the achievement of Country AOP
- Achieving the expectation for activity in term of Financial Reviews (15 per week) and Needs Fulfilled (5 per week)
- 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
- 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 utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
- Providing advice & expertise on wealth sales planning & activity processes.
- Holding regular meetings with lead generators and Sales Managers to monitor performance.
- Training needs being identified & lead generation skills developed. Measured by personal sales activity target achievement.

Requirements

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

- Bachelor’s degree
- Hold qualifications as per SCA requirements (e.g. Introduction to Securities & Investments, UAE Financial Rules & Regulations, Risk in Financial Services & International Certificate in Wealth and Investment Management).
- Minimum of three years 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 sales orientation, networking and portfolio management skills
- Sound knowledge of financial services products and services and the client relationship management system
- Excellent interpersonal skills and communication skills both verbal and written.

**You’ll achieve more when you join HSBC.**

Issued by The Hong Kong and Shanghai Banking Corporation Limited.


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