Premier Wealth Relationship Manager

3 weeks ago

UAE, United Arab Emirates HSBC Full time

-Job description

**Premier Wealth Relationship Manager (0000JOEB)**

**Some careers have more impact than others.**

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Wealth and Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
We are currently seeking an ambitious individual to join our Wealth and Personal Banking, working together with colleagues to define, manage and achieve divisional business targets.
**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
Requirements

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

**Knowledge & Experience**
- Bachelor's degree.
- 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

**Leadership Capabilities**
- Bachelor's degree
- 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 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
- Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly
- Be ambitious about providing the highest standards of delivery to colleagues and clients
- Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity
- Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses
- Able to communicate well in English and local languages

**Y

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