Premier Wealth Relationship Manager
HSBC Group
Dubai, Dubai, United Arab Emirates, Middle East
منذ 18 يوم


Premier Wealth Relationship Manager, Top Tier

About HSBC

HSBC is one of the world’s leading banks, with a network covering 67 countries and territories. Our global reach means we offer many ways for you to develop your career.

We offer an inclusive, values-led culture, tailored learning and development programmes and competitive benefits. We have roles in retail, commercial, investment and private banking and a range of operational and functional teams.

Role Overview

The role is a client facing role managing the HSBC relationship with our highest value clients where professionalism, client focus and an expert understanding of financial planning and wealth products are critical to the success of the business.

The role holder has a responsibility to acquire, develop and retain relationships with a portfolio of Top Tier Premier clients.

Top Tier Relationship Managers require exceptional ability to build trusting relationships with existing and potential Top Tier Premier clients, help clients articulate their needs, and deliver to exceed client expectations.

Success requires getting to know clients on a personal and professional level to understand their short and long term financial goals.

They will use deep understanding of the client’s situation and external market knowledge to educate clients and provide financial advice which leads to highly individualised strategies aimed at wealth creation and capital preservation.

The role will entail reviewing the Top Tier portfolio regularly to identify opportunities to use the distinctive capabilities of HSBC, spanning lines of business and geography, to the advantage of the client.

In so doing the job holder can increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners.

Understanding and adhering to local and global compliance requirements is critical. In delivering the business objectives the role holder must also maintain the levels of operational integrity required by HSBC and adhere to the Business Principles and Values of HSBC.

The Top Tier RM is accountable for the performance of their portfolio and needs to ensure it is effectively run within the RBWM Target Business Model (TBM) and delivers to the Top Tier Proposition as defined by HSBC Group

Duties and Responsibilities

  • Achieve agreed KPI objectives and profit growth through the development of existing and new Top Tier 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 Top Tier 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 to Client Relationship Management data, ensuring all client information is complete and kept up to date
  • Identify opportunities, to refer business to GBM, GPB, Insurance and Asset Management, as appropriate
  • Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
  • Experience and Qualifications

  • Bachelor's degree or equivalent experience.
  • Minimum of eight 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 relevant to wealth management.
  • If internal, in-depth understanding of HSBC Global House Views.
  • Strong client 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 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.
  • Able to communicate well in English and local languages.
  • Retail Banking and Wealth Management (RBWM) serves millions of customers worldwide. Our employees help customers to manage their day-

    to-day finances and save for the future. We offer career opportunities ranging from customer service and relationship management jobs in branches to roles in product development, sales, strategy, asset management and insurance.

    There are many career opportunities in Retail Banking and Wealth Management, from customer service and relationship management jobs in branches to roles in product development, sales, strategy, asset management and insurance.

    Generalist, specialist and managerial roles are available at all levels.

    Why HSBC?

    We put diversity at the heart of our business and we take our responsibility to develop our talent seriously.

    Joining HSBC will give you the chance to work in a collegiate, supportive and inclusive environment in which we seek to develop and promote people based on merit.

    We will provide you with tailored training and support to help you identify and follow your chosen career path, as well as access to a range of market-competitive benefits.

    What to expect at HSBC

  • The chance to realise your ambitions
  • Globally connected careers
  • A strong emphasis on values
  • Learning and development opportunities
  • An inclusive, meritocratic culture
  • Market-competitive benefits
  • Global Careers Opportunities

    Visit our Global Careers site where you can explore our business, meet our people and find useful application hints and tips .

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