Premier Wealth Relationship Manager (Dubai and Abu Dhabi)
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Key skills for this role
About the Role
HSBC is seeking an experienced Premier Wealth Relationship Manager to manage high-value Premier clients in Abu Dhabi. The role involves acquiring, developing, and retaining relationships, conducting financial reviews, and recommending wealth solutions.
Key Skills for This Role
Responsibilities
- Own and grow a portfolio of Premier client, delivering portfolio growth, profitability and agreed KPIs (e.g., New to Bank/Net New Money/Wealth Revenue/Wealth Penetration)
- Acquire, develop and retain high value relationships, acting as the client’s trusted financial adviser and ensuring a consistently excellent service experience
- Conduct regular financial/wealth reviews, identify opportunities and recommend suitable wealth solutions across HSBC products and services
- Drive disciplined sales activity management: set client contact strategies, use MI/tools to improve performance, and keep CRM records accurate and up to date
- Maintain strong risk and control standards and meet sales quality requirements
- Deliver full compliance obligations (KYC, AML & sanctions, alerts, mandatory training) and build HSBC’s profile through client/community engagement and events
Requirements
- Proven and progressive financial services and/or retail sales experience or equivalent
- Evidence of strong sales results in insurance and investment products
- Experience managing relationships with high net worth clients, including portfolio management and networking
- 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)
- Strong technical wealth management skills, sound knowledge of financial services products and CRM systems
- A graduation degree is essential for obtaining a UAE visa and work permit
Full Job Posting
Company Overview
- HSBC International Wealth and Premier Banking aim to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs.
- We provide a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets.
Role Summary
- Premier Wealth Relationship Manager is a client facing role managing the highest value clients. The role involves acquiring, developing, and retaining relationships with Premier clients.
In This Role You Will
- Own and grow a portfolio of Premier client, delivering portfolio growth, profitability and agreed KPIs (e.g., New to Bank/Net New Money/Wealth Revenue/Wealth Penetration).
- Acquire, develop and retain high value relationships, acting as the client’s trusted financial adviser and ensuring a consistently excellent service experience.
- Conduct regular financial/wealth reviews, identify opportunities and recommend suitable wealth solutions across HSBC products and services.
- Drive disciplined sales activity management: set client contact strategies, use MI/tools to improve performance, and keep CRM records accurate and up to date.
- Maintain strong risk and control standards and meet sales quality requirements.
- Deliver full compliance obligations (KYC, AML & sanctions, alerts, mandatory training) and build HSBC’s profile through client/community engagement and events.
Requirements
- Proven and progressive financial services and/or retail sales experience or equivalent
- Evidence of strong sales results in insurance and investment products
- Experience managing relationships with high net worth clients, including portfolio management and networking.
- 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)
- Strong technical wealth management skills, sound knowledge of financial services products and CRM systems, plus ability to work effectively with Compliance, Credit, Risk and Internal Controls (including local regulatory/licensing requirements).
- 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.
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