Premier Service Manager, Abu Dhabi (UAE National role)
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Key skills for this role
About the Role
HSBC seeks a Premier Service Manager to support Premier Wealth Relationship Managers in delivering exceptional client service. The role involves managing appointments, resolving client inquiries, and ensuring smooth sales support.
Key Skills for This Role
Responsibilities
- Provide high quality sales support to a team of PWRMs, mainly focused on getting appointments and supporting servicing of clients
- Reduce time spent on process and administrative tasks by PWRM to increase their capacity
- Support PWRMs to manage client contact and service, including answering client calls and resolving enquiries
- Provide sales support including preparing sales documents, managing data input and report generation
- Handle client enquiries and complaints relating to the PWRM's portfolio in a positive and timely manner
- Maintain basic understanding and technical knowledge of relevant products and services
Requirements
- Prior experience in financial services industry, in Retail/Premier sales preferred
- Understanding of core products, Premier proposition, and retail and wealth product processes
- Understanding of relationship management systems (CRM and RM Platform etc.)
- Solid knowledge of appropriate branch operational procedures
- Knowledge of local and Group compliance regulations
- Graduation degree essential for UAE visa and work permit
- Team player with collaborative skills
Full Job Posting
Role Overview
- This role is part of the Premier relationship team, providing dedicated support to Premier Wealth Relationship Managers (PWRMs) to enhance client experience and increase client facing time.
Key Responsibilities
- Providing high quality sales support to a team of PWRMs mainly focused on getting appointments and supporting servicing
- Reduce time spent on process and administrative tasks by PWRM to increase their capacity
- Support PWRMs to manage client contact and service, including answering calls, resolving enquiries, and managing key event reminders
- Provide sales support including preparing sales documents, managing data input and report generation
- Ensure Input Quality error rates for wealth deals are within acceptable levels
- Handle client enquiries and complaints relating to the PWRM's portfolio in a positive and timely manner
- Maintain basic understanding and technical knowledge of relevant products and services
- Proactively respond to clients in face to face and/or telephone settings
Requirements
- Prior experience in financial services industry, in Retail/Premier sales preferred
- Understanding of core products, Premier proposition, and retail and wealth product processes
- Understanding of relationship management systems (CRM and RM Platform etc.)
- Solid knowledge of appropriate branch operational procedures
- Money Laundering Awareness Certificate preferred
- Knowledge of relevant regulatory governance in market
- Good knowledge of HSBC and personal banking
- Team player with collaborative skills
- Knowledge of local and Group compliance regulations
- Able to deliver client experience and needs based solutions through effective communication, influencing, and sales skills
- Attain appropriate professional and regulatory qualifications as required by market
- Graduation degree essential for UAE visa and work permit
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 within an inclusive and diverse environment.
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