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Premier Wealth Relationship Manager

TALENTMATE

Abu Dhabi, UAEAED 8,000-20,000/moToday
UAEFinance & AccountingFull Time

Skills Required

ExcelCommunication

Job Description

Premier Wealth Relationship Manager, Abu DhabiSome careers shine brighter than others.Job DescriptionHSBC 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.In This Role You WillMaximize profit and achieve growth of Premier client’s portfolio.Achieve agreed KPI objectives by developing 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 on products and services that help them achieve their goals.Use tools and information to drive client service delivery and IWPB performance.Maintain a minimum standard of qualifying Premier clients within your portfolio.Build a high personal and corporate profile in the local community. Develop a network of Group and External professional contacts to introduce new business, enhance technical knowledge and promote 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 deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere 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 portfolios – ongoing analysis of client portfolios through marketing ideas and researching clients.To be successful in the role you must meet the following requirementsMust 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 equivalency are also mandatory (Recognition of Higher Education Qualifications Issued Outside The UAE).Location & DetailsRole Level: Mid‑LevelWork Type: Full‑TimeCountry: United Arab EmiratesCity: Abu DhabiHSBC 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.#J-18808-Ljbffr