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Premier Relationship Director

HSBC
Dubai, UAE
Full Time
Director
2 weeks ago
Relationship ManagementFinancial PlanningWealth ManagementSalesRisk ManagementCompliance
Free

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Relationship ManagementFinancial PlanningWealth Management
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Role Overview

  • HSBC International Wealth and Premier Banking seeks an ambitious individual to join the team in Dubai.

In This Role, You Will

  • Manage and grow a Premier client portfolio of ~350 primary clients, accountable for portfolio performance and income delivery.
  • Acquire, develop, and retain high value Premier relationships; grow wallet share and deliver profit growth.
  • Deliver expert financial planning and needs based advice through regular client reviews.
  • Provide consistently excellent client service and experience using tools and channels effectively.
  • Leverage HSBC’s network and collaborate across businesses; make referrals to GBM/GPB and coach junior RMs.
  • Maintain strong risk, compliance, and operational integrity; adhere to internal controls and regulatory requirements.

Requirements

  • Proven and progressive financial services experience including relationship management managing high net worth client portfolios.
  • Evidence of strong client recommendation and sales results in wealth products.
  • Expert knowledge in financial planning and wealth products.
  • Sound knowledge of macroeconomics/microeconomics/local market developments.
  • Expert knowledge of external regulatory framework relevant to wealth management.
  • SCA accredited within 6 months upon joining (ICWIM level 3 & UAE Financial Rules & Regulations).
  • Graduation degree essential for UAE visa and work permit; attestation/equivalency if from outside UAE.

About HSBC

  • HSBC is committed to building a culture where all employees are valued, respected and opinions count.
  • We provide a workplace that fosters continuous professional development, flexible working and opportunities to grow.

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