Premier Wealth Relationship Manager (Dubai and Abu Dhabi)

Overview

In This Role You Will

• Own and grow a portfolio of Premier client, delivering portfolio growth, profitability and agreed KPIs (e.g., New to Bank/Net New Money/Wealth Revenue/Wealth Penetration).
• Acquire, develop and retain high-value relationships, acting as the client’s trusted financial adviser and ensuring a consistently excellent service experience.
• Conduct regular financial/wealth reviews, identify opportunities and recommend suitable wealth solutions across HSBC products and services.
• Drive disciplined sales activity management: set client contact strategies, use MI/tools to improve performance, and keep CRM records accurate and up to date.
• Maintain strong risk and control standards and meet sales quality requirements.
• Deliver full compliance obligations (KYC, AML & sanctions, alerts, mandatory training) and build HSBC’s profile through client/community engagement and events.
• To be successful in the role you must meet following requirements:
• Proven and progressive financial services and/or retail sales experience or equivalent
• Evidence of strong sales results in insurance and investment products
• Experience managing relationships with high-net-worth clients, including portfolio management and networking.
• 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)
• Strong technical wealth management skills, sound knowledge of financial services products and CRM systems, plus ability to work effectively with Compliance, Credit, Risk and Internal Controls (including local regulatory/licensing requirements).
• 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 work 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.
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• Issued by The Hong Kong and Shanghai Banking Corporation Limited.