Premier Wealth Relationship Manager

Premier Wealth Relationship Manager, Abu Dhabi

In This Role You Will

• Maximize profit and achievement of the growth of Premier client’s portfolio.
• Achieve agreed KPI objectives by development of existing and new relationships within Premier.
• Build effective relationships with clients to retain and develop sustainable relationships.
• Complete regular reviews with clients to understand their current and long-term needs and advise them on the products and services that help them achieve their goals.
• Effective use of tools and information to drive client service delivery and IWPB performance.
• Maintain a minimum standard of qualifying Premier clients within portfolio.
• Build a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand
• Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals.
• Fully utilize and input Client Relationship Management data, ensuring all client information is complete and kept up to date.
• Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group
• Maintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients.
• To be successful in the role you must meet following requirements:
• Candidates are required to be SCA accredited within 6 months upon joining by completing 2 mandatory exams stipulated by SCA (ICWIM level 3 & UAE Financial Rules & Regulations) and obtaining University degree equalization from the Ministry of Education.
• Excellent proven and progressive financial services and/or retail sales experience or equivalent
• Evidence of strong sales results in insurance and investment products
• Relationship management experience with high-net-worth clients
• Strong technical skills in wealth management
• Strong communication, client focus and influencing skills.
• Strong sales orientation, networking and portfolio management skills
• Sound knowledge of financial services products and services and the client relationship management system
• Understanding of business banking client segment and products and services
• Local regulatory & license requirements - job holders 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.
• 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.
• www.hsbc.com/careers
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• Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way.
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