Financial Planning Manager - Premier Direct, Sales and Service
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Key skills for this role
About the Role
HSBC is seeking a Financial Planning Manager for Premier Direct Sales and Service to provide financial planning services to high-value clients. The role involves identifying client needs, proposing wealth solutions, and achieving sales targets.
Key Skills for This Role
Responsibilities
- Provide financial planning service to new and existing customers by identifying needs and proposing solutions.
- Achieve Sales Performance Standards and KPIs in a compliant manner.
- Support and work closely with PRMs to achieve plan and KPIs.
- Review portfolio regularly to ensure solutions remain suitable for clients.
- Identify opportunities for wealth reviews and deliver wealth solutions as an advisor.
- Assist Area Senior Managers in lead generation and coordinate branch sales planning.
- Provide clients with outstanding service based on professional relationship management.
Requirements
- Hold qualifications as per SCA requirements (e.g., Introduction to Securities & Investments, UAE Financial Rules & Regulations, etc.)
- Minimum 3 years of proven financial services and/or retail sales experience
- Evidence of strong sales results in insurance and investment products
- Relationship management experience with high net worth clients
- Strong technical skills in wealth management
- Excellent interpersonal and communication skills
- Graduation degree essential for UAE visa and work permit; attestations required if from outside UAE
Full Job Posting
Role Overview
- The role is a client facing role managing our highest value clients.
- Professionalism, client focus and broad understanding of financial planning are critical.
- Fulfil wealth needs of clients directly based on referrals through wealth products and services.
In this role, you will
- Provide financial planning service to new and existing customers by identifying needs and proposing solutions.
- Achieve Sales Performance Standards & Key Performance Indicators in a compliant manner.
- Support and work closely with PRMs in achievement of plan and KPIs.
- Review portfolio regularly to ensure solutions are suitable.
- Identify opportunities for wealth reviews and deliver wealth solutions as an advisor.
- Assist Area Senior Managers / Premier Wealth Sales Managers in lead generation and branch sales planning.
- Provide clients with outstanding service based on professional relationship management.
To be successful, you should meet the following requirements
- Hold qualifications as per SCA requirements (e.g., Introduction to Securities & Investments, UAE Financial Rules & Regulations, etc.).
- Minimum of three years proven financial services and/or retail sales experience.
- 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 sales orientation, networking and portfolio management skills.
- Sound knowledge of financial services products and client relationship management system.
- Excellent interpersonal and communication skills.
- Highly business and target focused.
- Excellent technical skills in Investment areas.
- Ability to build strong relationships.
- Local regulatory & license requirements: valid licenses with accreditation on wealth management.
About HSBC
- HSBC is committed to building a culture where all employees are valued, respected and opinions count.
- We provide a workplace fostering continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
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