Financial Planning Manager - Premier Direct, Sales and Service
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
About the Role
HSBC seeks a Financial Planning Manager for Premier Direct Sales and Service to manage high-value clients, provide financial planning services, and achieve sales targets.
Key Skills for This Role
Responsibilities
- Provide financial planning service to new and existing customers by identifying needs and proposing solutions through regulated products
- Achieve Sales Performance Standards & Key Performance Indicators in a compliant manner
- Support and work closely with PRMs in achievement of the plan, both country AOP and own KPIs
- Review portfolio regularly to ensure solutions are suitable and embed client loyalty
- Identify opportunities for wealth reviews and deliver wealth solutions as an advisor
- Assist Area Senior Managers / Premier Wealth Sales Managers in lead generation and coordinate branch sales planning
- Provide clients with outstanding service based on professional relationship management and global service standards
Requirements
- Hold qualifications as per SCA requirements (e.g. Introduction to Securities & Investments, UAE Financial Rules & Regulations, Risk in Financial Services & International Certificate in Wealth and Investment Management)
- Minimum of three years 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 sales orientation, networking and portfolio management skills
- Sound knowledge of financial services products and services and the 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 job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
Full Job Posting
Role Overview
- HSBC International Wealth and Premier Banking aims to be the international bank of choice for affluent customers.
- The role is client facing, managing highest value clients with professionalism and broad understanding of financial planning.
In This Role, You Will
- Provide financial planning service to new and existing customers by identifying needs and proposing solutions through regulated products.
- Achieve Sales Performance Standards & Key Performance Indicators in a compliant manner.
- Support and work closely with PRMs in achievement of the plan, both country AOP and own KPIs.
- Review portfolio regularly to ensure solutions are suitable and embed client loyalty.
- Identify opportunities for wealth reviews and deliver wealth solutions as an advisor.
- Assist Area Senior Managers / Premier Wealth Sales Managers in lead generation and coordinate branch sales planning.
- Provide clients with outstanding service based on professional relationship management and global service standards.
Requirements
- Hold qualifications as per SCA requirements (e.g. Introduction to Securities & Investments, UAE Financial Rules & Regulations, Risk in Financial Services & International Certificate in Wealth and Investment Management).
- Minimum of three years 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 sales orientation, networking and portfolio management skills.
- Sound knowledge of financial services products and services and the client relationship management system.
- Excellent interpersonal and communication skills both verbal and written.
- 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 believe diversity brings benefits for our customers, our business and our people.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at HSBC
Data Analyst (UAE Nationals Only)
Dubai, UAE
HSBC is hiring a Data Analyst for its Financial Crime Risk Analysis and Discovery team in Dubai. The role involves producing research outputs, analyzing data, and identifying financial crime trends. Candidates need a deg
Audit Manager (UAE Nationals Only)
Dubai, UAE
HSBC is looking for an Audit Manager in Dubai to lead end-to-end audits, assess risks, and collaborate with stakeholders. Requires 5-8 years of financial services experience, strong credit risk knowledge, and relevant ce
Analyst (UAE National Role) - Corporate & Institutional Banking
Dubai, UAE
HSBC is seeking an Analyst for the Corporate & Institutional Banking team in Dubai. The role supports Relationship Managers by identifying product opportunities, conducting financial analysis, preparing proposals, and mo
Analyst (UAE National Role) - Corporate & Institutional Banking
Dubai, UAE
HSBC is seeking an Analyst for its Corporate and Institutional Banking International Mid-Market team in Dubai. The role supports Relationship Managers with client analysis, credit proposals, and risk monitoring. Candidat
Audit Manager (UAE Nationals Only)
Dubai, UAE
HSBC is seeking an Audit Manager to deliver assigned audit work and lead end-to-end audits within the financial services sector. The role requires strong knowledge of Wholesale and Retail Credit Risk and 5-8 years of rel
Premier Relationship Manager (Qatari National)
Doha, QAT
HSBC seeks a Qatari National Premier Relationship Manager to acquire and manage affluent clients, deliver wealth and lending solutions, and ensure premier service standards. Requires a graduate degree, sales experience i
Premier Relationship Manager (Qatari National)
Doha, QAT
HSBC is seeking a Qatari National Premier Relationship Manager to acquire and manage high-net-worth clients, deliver wealth and lending solutions, and ensure excellent service. Requires a graduate degree, sales experienc
Manager, Strategic Marketing Delivery (UAE National)
Dubai, UAE
HSBC seeks a UAE National Manager for Strategic Marketing Delivery to lead integrated marketing campaigns and high-profile events for International Wealth and Premier Banking in the Middle East. The role requires experie
Data Analyst (UAE Nationals Only)
Dubai, UAE
Audit Manager (UAE Nationals Only)
Dubai, UAE
Analyst (UAE National Role) - Corporate & Institutional Banking
Dubai, UAE
Analyst (UAE National Role) - Corporate & Institutional Banking
Dubai, UAE
Audit Manager (UAE Nationals Only)
Dubai, UAE
Premier Relationship Manager (Qatari National)
Doha, QAT
Premier Relationship Manager (Qatari National)
Doha, QAT
Manager, Strategic Marketing Delivery (UAE National)
Dubai, UAE