Premier Relationship Manager (Qatari National)
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Key skills for this role
About the Role
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 in financial services, and relationship management skills with high net worth customers.
Key Skills for This Role
Responsibilities
- Acquire new to bank Premier customers through networking, referrals, and market visibility
- Grow portfolio value through proactive relationship management and regular customer contact
- Deliver wealth and lending solutions to meet customer needs and AOP targets
- Ensure consistently excellent Premier service and complaint resolution
- Maintain accurate customer records and drive effective use of service channels
- Operate with strong risk, compliance and control discipline, including KYC/CDD
Requirements
- Graduate degree
- Prior sales and service experience in financial services industry
- Experience building relationships with high net worth / affluent customers
- Experience delivering sales/service via non branch channels (phone, email, face to face)
- Good understanding of financial markets and wealth products
- Proven track record of developing and executing a sales strategy and achieving targets
- Strong selling and presentation skills regarding Wealth / Insurance & Investment solutions
- Excellent interpersonal skills, including influencing and relationship building over the phone
- Fluency in English
- Professional financial qualification (e.g., CISI or equivalent) preferred
Full Job Posting
Company Overview
- HSBC International Wealth and Premier Banking aims to be the international bank of choice for affluent customers.
- We provide a leading premium proposition through Premier Banking and Global Private Bank.
In This Role, You Will
- Acquire new to bank Premier customers: Prospect through networking, referrals and market visibility; conduct external customer visits and convert leads within agreed SLAs.
- Grow portfolio value through proactive relationship management: Maintain regular, planned customer contact; deepen relationships and build long term retention through strong engagement and advice led conversations.
- Deliver wealth and lending solutions to meet customer needs (and AOP targets): Identify opportunities and provide appropriate investment/insurance/wealth solutions (directly or via referrals), and support lending needs within delegated authority and policy.
- Ensure consistently excellent Premier service and complaint resolution: Own walk in and portfolio service needs; handle issues quickly and tactfully, log and resolve complaints within SLA, and ensure root causes are addressed/escalated.
- Maintain accurate customer records and drive effective use of service channels: Keep contact history and opportunity data up to date; guide customers to efficient channels (e.g., Premier Support Centre, internet/phone) while protecting experience quality.
- Operate with strong risk, compliance and control discipline: Complete KYC/CDD with no overdue profiles; comply with FIM, local regulatory requirements, sanctions/AML standards; respond to screening, alerts within SLA; protect information security (clear desk, secure handling, mandatory training).
To be successful in the role, you should meet the following requirements:
- Graduate degree with prior sales and service experience in the financial services industry.
- Demonstrated experience building relationships with high net worth / affluent customers.
- Experience delivering sales/service via non branch channels (phone, email, face to face meetings).
- Good understanding of financial markets and wealth products, including investments and insurance.
- Proven track record of developing and executing a sales strategy and achieving targets.
- Preferred: professional financial qualification (e.g., CISI or equivalent).
- Understanding of HSBC Group and cross business awareness is an advantage.
- Strong selling and presentation skills regarding Wealth / Insurance & Investment solutions.
- Excellent interpersonal skills, including influencing and relationship building over the phone.
- Fluency in English.
You’ll achieve more at 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 within an inclusive and diverse environment.
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