Senior Premier Wealth Relationship Manager
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Key skills for this role
About the Role
HSBC seeks a Senior Premier Wealth Relationship Manager to manage high-value clients in Doha. The role involves acquiring, developing, and retaining Premier client relationships, providing financial planning advice, and achieving sales targets.
Key Skills for This Role
Responsibilities
- Maximize profit and growth of Premier client portfolio
- Achieve KPI objectives by developing existing and new relationships
- Build effective client relationships to retain and develop sustainable relationships
- Complete regular client reviews to understand needs and advise on products
- Use tools and information to drive client service delivery and IWPB performance
- Maintain a minimum standard of qualifying Premier clients within portfolio
- Build high personal and corporate profile in the community
- Monitor and act on daily sales activity management information
- Maintain deep technical knowledge of relevant products and services
- Ensure sales & operations are undertaken in accordance with HSBC policies and lending guidelines
- Establish and agree client contact strategies in line with Group operating models
- Fully utilize and input to Client Relationship Management data
Requirements
- Bachelor's degree or equivalent experience
- Minimum of three years proven financial services and/or retail sales experience
- Evidence of strong sales results in insurance and investment products
- Relationship management experience with high net worth clients
- Strong technical skills in wealth management
- CISI level 3 is mandatory
- Local regulatory & license requirements with accreditation on wealth management
- Able to communicate well in English
Full Job Posting
Job Overview
- HSBC is seeking a Senior Premier Wealth Relationship Manager to join the Intl Wealth and Personal Banking team in Doha.
- The role is client facing, managing high value clients with a focus on financial planning and relationship management.
Key Responsibilities
- Maximize profit and growth of Premier client portfolio.
- Achieve KPI objectives by developing existing and new relationships.
- Build effective client relationships to retain and develop sustainable relationships.
- Complete regular client reviews to understand needs and advise on products.
- Use tools and information to drive client service delivery and IWPB performance.
- Maintain a minimum standard of qualifying Premier clients within portfolio.
- Build high personal and corporate profile in the community.
- Monitor and act on daily sales activity management information.
- Maintain deep technical knowledge of relevant products and services.
- Ensure sales & operations are undertaken in accordance with HSBC policies and lending guidelines.
- Establish and agree client contact strategies in line with Group operating models.
- Fully utilize and input to Client Relationship Management data.
Requirements
- Bachelor's degree or equivalent experience.
- Minimum of three years proven financial services and/or retail sales experience.
- 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.
- Understanding of business banking client segment and products.
- Local regulatory & license requirements with accreditation on wealth management.
- Able to communicate well in English.
- CISI level 3 is mandatory.
About HSBC
- HSBC offers opportunities, support and rewards that will take you further.
- 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.
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