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 manage high-value clients and provide financial planning services. The role requires SCA qualifications, 3+ years of financial services experience, and strong sales and relationship management skills.
Key Skills for This Role
Responsibilities
- Provide financial planning service to both new and existing customers by identifying customer's needs and proposing solutions through regulated products
- Achieve Sales Performance Standards & Key Performance Indicators in a compliant manner
- Support and work closely in partnership with PRMs in the achievement of the plan
- Review the portfolio regularly to ensure solutions are still 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 co ordinate branch sales planning and development
- Provide clients with an outstanding service proposition based on professional relationship management and outstanding service
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 skills 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 job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
Full Job Posting
Job Summary
- HSBC International Wealth and Premier Banking aims to be the international bank of choice for affluent customers.
- The role is a client facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical.
In This Role, You Will
- To provide financial planning service to both new and existing customers by identifying customer's needs, and where appropriate, proposing solutions and services to fulfill those needs through 'regulated' products available through the Group and third parties.
- Achieve Sales Performance Standards & Key Performance Indicators in a compliant manner
- Support and work closely in partnership with PRMs in the achievement of the plan, both country AOP and their own Key Performance Indicator's.
- Review the portfolio regularly to ensure the solutions are still suitable to meet clients’ needs and embed client loyalty by meeting their needs either directly or through other internal business partners.
- Identify opportunities for wealth reviews and deliver wealth solutions as an advisor.
- Assist Area Senior Managers / Premier Wealth Sales Managers in lead generation and co ordinate branch sales planning and development of branch sales force
- Provide clients with an outstanding service proposition based on professional relationship management and outstanding service, adhering to global service standards.
To be successful in the role, you should meet the following 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 skills 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 job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
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