Premier Relationship Director I

Premier Relationship Director I (39915)

Duties & Responsibilities

• Achieve agreed KPI objectives and profit growth through the development of existing and new Premier client relationships.
• Complete regular reviews with clients to understand their current and long-term financial needs and advise them on the differentiated products and services that help them achieve their wealth goals.
• Use tools, information, and delivery channels effectively to deliver the highest levels of client service.
• Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group.
• 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 effectively grow or maintain wallet share of clients.
• Fully utilize and input Client Relationship Management data, ensuring all client information is complete and kept up to date.
• Identify opportunities, to refer business to GBM, GPB, as appropriate.
• Own the client relationship with HSBC and provide professional care and expert financial advice that results in clients considering HSBC their primary bank.
• Build and maintain relationships with clients based on credibility, reliability and personal interest.
• Utilize in-depth knowledge of relevant products and services and how they might be tailored to provide the best solutions for clients
• Ensuring that sales & operations are undertaken in accordance with HSBC guidelines.
• Comply with local regulatory requirements which include but are not limited to the completion of mandatory examinations required by SCA for this role.
• Proactively assisting management in identifying and containing Money Laundering compliance risk through reporting of suspicious customers by raising UARs
• Strictly following and implementing with accuracy KYC and SCC due diligence information for individuals from Sanction & sensitive countries.
• Quality responses provided for RFI alerts and raise and investigate Suspicious Activity Reports and Sanctions related compliance referrals.
• Complete all mandatory Compliance training on time and attend the BMLCM training.
• Management of Information Risk including adherence to ISR policy and completion of ISR mandatory training.
• Be alert to operational risk losses during the execution of the day-to-day responsibilities, identify an operational risk loss and report this to manager ensuring that it is reported to their local risk coordinator.
• Overall responsibility for Branch staff completion of mandatory training and adherence to AML and Sanctions policies.
• Active support and participation in AML and Sanctions project and Global Standards.

Experience & Qualifications

• Graduation degree is REQUIRED– to secure a UAE Visa and Work Permit
• This role is based in Abu Dhabi
• 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) and obtaining University degree equalization from the Ministry of Education.
• Minimum of 7 years proven and progressive financial services, and at least 3 years as 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 is relevant to wealth management.
• If there is an internal, in-depth understanding of HSBC Global House Views.
• Strong clients focus 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 holders 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 Arabic is preferred.
• For further details and application information please visit our careers site, searching for the reference number.
• We support our staff to adopt flexible and alternative ways of working where possible, including working from home and different hours subject to approvals.
• 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.
• 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