Premier Relationship Director

Overview

In This Role, You Will

• Manage and grow a Premier client portfolio: Own and manage a portfolio of ~350 primary Premier clients, accountable for portfolio performance and income delivery.
• Acquire, develop, and retain high-value Premier relationships: Build long-term, trust-based relationships; grow wallet share and deliver profit growth through existing and new client development.
• Deliver expert financial planning and needs-based advice: Conduct regular client reviews to understand short- and long-term goals and recommend differentiated wealth solutions focused on wealth creation and capital preservation.
• Provide consistently excellent client service and experience: Use tools, information, and delivery channels effectively to deliver high service standards, monitor satisfaction, and ensure clients view HSBC as their primary bank.
• Leverage HSBC’s network and collaborate across businesses: Identify opportunities and make referrals to GBM/GPB where appropriate; work closely with WPB colleagues and act as a role model/coach to junior RMs.
• Maintain strong risk, compliance, and operational integrity: Adhere to internal controls and regulatory requirements, ensuring fair customer outcomes and operational discipline.
• To be successful in the role, you should meet the following requirements:
• Proven and progressive financial services experience including relationship management experience managing high net worth client portfolios
• Evidence of strong client recommendation and sales results in wealth products.
• Expert knowledge in financial planning and wealth products, with the ability to translate needs into tailored solutions.
• Sound knowledge of the impact of macroeconomics/microeconomics/local market developments on clients and portfolios.
• Expert knowledge of the external regulatory framework relevant to wealth management, plus a clear view of how to work with Compliance, Credit & Risk, and Internal Control to maintain a balanced risk environment.
• 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).
• A graduation degree is essential for obtaining a UAE visa and work permit. If your university certificate is from outside the UAE, up-to-date attestations and equivalency are also mandatory (Recognition of Higher Education Qualifications Issued Outside The UAE).
• You’ll achieve more at HSBC.
• www.hsbc.com/careers
• 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.
• We believe diversity brings benefits for our customers, our business and our people.
• Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way.
• 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.