Premier Wealth Relationship Manager (Dubai and Abu Dhabi)
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Key skills for this role
About the Role
HSBC is hiring a Premier Wealth Relationship Manager to manage high-value client portfolios, drive sales of wealth products, and deliver excellent service. Requires proven sales experience in financial services and relationship management with high-net-worth clients.
Key Skills for This Role
Responsibilities
- Own and grow a portfolio of Premier clients, delivering portfolio growth, profitability and agreed KPIs
- Acquire, develop and retain high value relationships, acting as the client’s trusted financial adviser
- Conduct regular financial/wealth reviews, identify opportunities and recommend suitable wealth solutions
- Drive disciplined sales activity management: set client contact strategies, use MI/tools to improve performance
- Maintain strong risk and control standards and meet sales quality requirements
- Deliver full compliance obligations (KYC, AML & sanctions, alerts, mandatory training)
- 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
- Strong technical wealth management skills and knowledge of financial services products
- A graduation degree is essential for obtaining a UAE visa and work permit
Full Job Posting
Overview
- HSBC International Wealth and Premier Banking aim to be the international bank of choice for affluent customers.
- Premier Wealth Relationship Manager is a client facing role managing the highest value clients.
In this role you will
- Own and grow a portfolio of Premier clients, 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
To be successful in the role you must meet following 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
- 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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