Head of Distribution Advisory

Overview

In This Role, You Will

• Achieve agreed KPI objectives (Portfolio coverage, Annual Review completions) and profit growth through the improvement in relationship manager engagement with their clients
• Manage a team of Investment Specialists, Insurance Specialists and their delivery
• Observe client meetings to provide feedback and improve frontline client interaction techniques
• Partner with sales managers to identify individual development needs of frontline job families, providing 1:1 feedback and group coaching on financial planning, investment strategies, client relationship management and business development
• Use tools, information, and delivery channels effectively to deliver the highest levels of client service
• Be responsible on the advisory journey share of total transactions
• Manage the commercialization of new product launches
• Adhere to selling process and sales quality requirements
• Ensure that sales & operations are undertaken in accordance with HSBC guidelines
• Complete all mandatory Compliance training on time and attend the BMLCM trainings
• To be successful in the role, you should meet the following requirements:
• Strong financial services and Relationship Management experience
• Evidence of strong client recommendation and sales results in wealth products
• Evidence of coaching and leading high performing Wealth teams
• Relationship management experience in managing high net worth client portfolios preferred
• Sound knowledge of the impact of macroeconomics/microeconomics/local market developments
• Expert knowledge of external regulatory framework relevant to wealth management
• If internal, in-depth understanding of HSBC Global House Views
• Strong clients focus and ability to develop long term partnerships with clients
• Ability to deliver need-based solutions through effective communication, influencing, and sales skills
• Local regulatory & license requirements - job holder should possess valid licenses 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
• Fluency in English required; Arabic preferred
• 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)
• You’ll achieve more at HSBC.
• HSBC 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 working 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.