Wealth Coach

Overview

In This Role, You Will

• Coach and mentor Relationship Managers (including Sales Managers) to strengthen portfolio management discipline, client engagement quality, and overall professionalism in line with the IWPB model.
• Build RM capability in financial planning and wealth products, improving advisory conversations, need-based selling, and suitability-led recommendations.
• Partner with RM leaders as a strategic advisor to shape team routines, standards, and performance expectations, driving consistent client management practices.
• Deliver structured training, observation, and feedback (e.g., call/meeting coaching, pipeline reviews, role plays) to improve sales effectiveness, wallet share, and wealth penetration.
• Track and evidence impact through agreed KPIs (e.g., client activity, conversion, product mix, penetration, portfolio health), identifying gaps and implementing targeted improvement plans.
• Ensure all coaching and business activity adheres to HSBC Business Principles, operational risk controls, and local/global compliance requirements, maintaining strong conduct and operational integrity.
• To be successful in the role, you should meet the following requirements:
• In depth experience in financial services and Relationship Management; HNW portfolio experience preferred.
• Expert knowledge of financial planning and wealth products, with a proven track record of strong client recommendations and sales outcomes.
• Demonstrated experience coaching and developing high-performing wealth teams; people leadership/team handling experience preferred.
• Strong understanding of macro/microeconomics and local market developments
• Expert knowledge of the external regulatory framework for wealth management; holds required local licences/accreditations and partners effectively with Compliance, Credit & Risk, and Internal Control.
• Ability to communicate well in English and Arabic is preferred
• 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
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• Issued by The Hong Kong and Shanghai Banking Corporation Limited.