H
Premier Wealth Relationship Manager
HSBC
Abu Dhabi, UAEAED 8,000-20,000/moToday
UAEFinance & AccountingFull Time
Skills Required
ExcelCrmCommunication
Job Description
Premier Wealth Relationship Manager, Abu DhabiSome careers shine brighter than others.If you’re looking for a career where you will be respected as an individual and valued for the contributions you make, join HSBC and discover how diversity drives our success.HSBC International Wealth and Premier Banking aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We provide a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.Premier Wealth Relationship Manager is a client-facing role managing the highest value clients. The role involves acquiring, developing, and retaining relationships with Premier clients. We are currently seeking an experienced professional to join our team.In This Role You WillMaximize profit and achievement of the growth of Premier client’s portfolio.Achieve agreed KPI objectives by development of existing and new relationships within Premier.Build effective relationships with clients to retain and develop sustainable relationships.Complete regular reviews with clients to understand their current and long‑term needs and advise them on the products and services that help them achieve their goals.Effective use of tools and information to drive client service delivery and IWPB performance.Maintain a minimum standard of qualifying Premier clients within portfolio.Build a high personal and corporate profile in the community in which you are based. 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 coach the wider Branch team in support of business goals.Fully utilise and input Client Relationship Management data, ensuring all client information is complete and kept up to date.Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximise revenues for Global Wealth and the Group.Maintain highest standard of excellence in client service across the team and with individual portfolio – ongoing analysis of client portfolios through marketing of ideas and researching clients.To be successful in the role you must meet following requirements: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 equalisation from the Ministry of Education.Excellent proven and progressive financial services and/or retail sales experience or equivalent.Evidence of strong sales results in insurance and investment products.Relationship management experience with high‑net‑worth clients.Strong technical skills in wealth management.Strong communication, client focus and influencing skills.Strong sales orientation, networking and portfolio management skills.Sound knowledge of financial services products and services and the client relationship management system.Understanding of business banking client segment and products and services.Local regulatory & licence requirements – job holders should possess valid licences 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.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 equivalence are also mandatory (Recognition of Higher Education Qualifications Issued Outside The UAE).You’ll achieve more at HSBC.www.hsbc.com/careersHSBC 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. 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.#J-18808-Ljbffr
Similar Opportunities
Customer Service Officer - Insurance Commercial Lines
Transguard Workforce Solutions
Abu Dhabi, UAEAED 3,500-8,000/moToday
UAEFinance & Accounting
PwC Risk - Internal Audit Senior Associate - Abu Dhabi
PwC Middle East.
Abu Dhabi, UAEAED 5,000-12,000/moToday
UAEFinance & Accounting
Associate Director- Debt Capital Markets (Emiratised Role)
First Abu Dhabi Bank
Abu Dhabi, UAEAED 5,000-12,000/moToday
UAEFinance & Accounting
Accountant
Abroad Work
Al Qatif, Saudi ArabiaAED 5,000-12,000/mo≈ SAR 5.1K-12.2K/moToday
Saudi ArabiaFinance & Accounting
Procurement Specialist: Supplier Relations & Payments
Tamimi commercial
Al Khubar, Saudi ArabiaAED 6,000-16,000/mo≈ SAR 6.1K-16.3K/moToday
Saudi ArabiaFinance & Accounting
Accountant
Jing Hau
Saudi ArabiaAED 5,000-12,000/mo≈ SAR 5.1K-12.2K/moToday
Saudi ArabiaFinance & Accounting