Premier Relationship Director
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Key skills for this role
About the Role
HSBC seeks an ambitious Premier Relationship Director to manage and grow a portfolio of ~350 high-value Premier clients in Dubai. The role involves delivering expert financial planning, acquiring and retaining relationships, and collaborating across businesses to drive profit growth.
Key Skills for This Role
Responsibilities
- 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 adhering 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; attestations required if from outside UAE
Full Job Posting
Role Overview
- HSBC International Wealth and Premier Banking seeks an ambitious individual to join the team in Dubai.
- The role involves managing a Premier client portfolio and delivering holistic wealth management solutions.
Key Responsibilities
- 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 adhering 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; attestations required 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 fostering continuous professional development, flexible working and opportunities to grow.
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