Employee Workplace Solution Advisor, Dubai

HSBC Holdings plc; Dubai; On-site; AED 180,000 - 300,000; Full time

Job summary

HSBC Dubai is seeking an Employee Workplace Solution Advisor to serve as the primary banking partner for employees of selected companies. The role emphasizes outbound engagements, referrals for loans and mortgages, and close collaboration with Corporate and EWS teams to deepen HSBC penetration among about 800 EWS companies.

You will be responsible for presenting HSBC capabilities across Wealth, International Banking Corridors, and Private Banking, while maintaining strict compliance standards

Qualifications

• Understanding of IWPB products, propositions and services and ability to communicate to customers
• Experience with emerging affluent and affluent clients in proposing products and services
• Ability to develop a networking strategy and achieve activity/outcome goals
• Knowledge of competitor activity and offerings
• Ability to manage high net-worth clients
• Strong communications and interpersonal skills
• Excellent problem solving
• Effective handover of relationships to appropriately skilled colleagues
• Graduation degree is essential for UAE visa and work permit (equivalency/attestation may be required)

Responsibilities

• Be the first point of contact for employees of assigned companies for banking needs across Acquisitions and Revolving and referrals for Borrowing.
• Collaborate with Corporate, EWS CAM, and EWS Loan Specialist to improve engagement with approved companies.
• Provide a holistic view of HSBC capabilities across Wealth, International Banking Corridors, and Private Banking with proper referrals.
• Drive financial wellbeing sessions for employees.
• Maintain compliance standards and internal controls with zero misconduct.
• Deliver high standards of customer service and productivity.

Skills

Client relationship management

Networking strategy

Communication skills

Problem solving

Team player

Compliance awareness

Cross-sell of loans/mortgages

Education

Bachelor's degree or equivalent

UAE visa eligibility & degree attestation

Job description

Employee Workplace Solution Advisor, Dubai

Location: Dubai, Dubai, AE, -

Brand: HSBC

Area of Interest:

Role Workstyle: Office Worker

Date: 14 Oct 2026

Some careers prize diversity more than others.

If you’re looking for further opportunities to develop your career, take the next step in fulfilling your potential right here at HSBC.

HSBC aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We help customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs around the world.

Employee Workplace Solution Advisor (EWS) Advisor is responsible for maintaining sufficient number of activities in order to deliver outcomes in line with the IWPB strategy through a need based selling approach (EDRAS), acquisition of quality business & driving excellent customer service. The EWS advisor will work closely with the EWS CAM (Corporate Account Manager) to drive improved penetration only within c.800 EWS companies and improve HSBC market share. They will also work with the EWS Loan specialist and refer all borrowing customers through a structured referral process. They will be responsible to manage customer expectation through service clinics, open days, regular meetings and improved engagement with the company in making HSBC the preferred banking partner.

In this role, you will:

• Meeting performance expectations primarily across Acquisitions and Revolving in addition to non-financial KPIs.
• Be the first point of contact for the employees of assigned companies for fulfilling banking needs across Acquisitions, Revolving and referring Borrowing needs (Personal loan and Mortgage).
• Work collaboratively with colleagues from Corporate, EWS CAM, EWS Loan Specialist to drive improved engagement and penetration with these approved companies.
• Ensure there is a holistic view of HSBC capabilities shared with the customer across Wealth, International Banking Corridors, Private Banking/, and ensure proper referrals are made to the respective business.
• Drive and encourage companies to utilize our Financial wellbeing sessions across their employees
• Meet Group standards of Compliance and internal controls with zero tolerance of misconduct
• Build high standards of customer service, efficiency and expected level of productivity

To be successful in the role, you should meet the following requirements:

• Complete understanding of the IWPB products, propositions and services, including the global service standards, and the ability to communicate this effectively to customers
• Experience in dealing with emerging affluent and affluent customer in proposing product and services
• Adept of developing a networking strategy and proven ability to achieve activity and outcome goals
• Knowledge of competitor activity, propositions and offers
• Ability to manage high network clients
• Strong communications and interpersonal skills
• Good team player
• Excellent problem solving skills
• Effective / seamless handover of customer relationships to those with appropriate skills to manage them
• 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.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hong Kong and Shanghai Banking Corporation Limited.