Financial Planning Manager

HSBC; Dubai; On-site; AED 150,000 - 200,000; Full time

Job summary

A leading international bank in Dubai is seeking a Financial Planning Manager for Premier Direct Sales and Service. This role involves providing comprehensive financial planning services to high net worth clients, managing their wealth needs, and achieving performance standards. Candidates should possess a graduation degree, relevant SCA qualifications, and a strong track record in financial services or retail sales. Excellent interpersonal and technical skills in wealth management are crucial for success in this position.

Benefits

Continuous professional development

Flexible working opportunities

Diverse and inclusive work environment

Qualifications

• Proven financial services and/or retail sales experience.
• Strong sales results in insurance and investment products.
• Experience with high net worth clients.

Responsibilities

• Provide financial planning service to clients.
• Achieve Sales Performance Standards & Key Performance Indicators.
• Maintain client loyalty through regular portfolio reviews.
• Identify opportunities for wealth reviews.

Skills

Sales orientation

Relationship management

Technical skills in wealth management

Excellent interpersonal skills

Networking skills

Portfolio management skills

Education

Graduation degree

Qualifications per SCA requirements

Job description

Financial Planning Manager, Premier Direct Sales and Service

Some careers have more impact than others.

If you’re looking for a role where you can continue to make an impression, join HSBC where your contributions will always be valued.

HSBC International Wealth and Premier Banking aims 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, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in‑class manufacturing capabilities in Asset Management and Insurance.

The role is a client facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business. The role is required to fulfil wealth needs of clients directly based on referrals, through wealth products and services directly to client.

In this role, you will:

• To provide financial planning service to both new and existing customers by identifying customer's needs, and where appropriate, proposing solutions and services to fulfill those needs through "regulated" products available through the Group and third parties.
• Achieve Sales Performance Standards & Key Performance Indicators in a compliant manner
• Support and work closely in partnership with PRMs in the achievement of the plan, both country AOP and their own Key Performance Indicator's.
• Review the portfolio regularly to ensure the solutions are still suitable to meet clients’ needs and embed client loyalty by meeting their needs either directly or through other internal business partners.
• Identify opportunities for wealth reviews and deliver wealth solutions as an advisor.
• Assist Area Senior Managers / Premier Wealth Sales Managers in lead generation and co‑coordinate branch sales planning and development of branch sales force
• Provide clients with an outstanding service proposition based on professional relationship management and outstanding service, adhering to global service standards.

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

• Graduation degree is a must to secure a UAE Visa and Work Permit.
• Hold qualifications as per SCA requirements (e.g. Introduction to Securities & Investments, UAE Financial Rules & Regulations, Risk in Financial Services & International Certificate in Wealth and Investment Management).
• 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 sales orientation, networking and portfolio management skills
• Sound knowledge of financial services products and services and the client relationship management system
• Excellent interpersonal skills and communication skills both verbal and written.
• Highly business and target focused.
• Excellent technical skills in, Investment areas.
• Ability to build strong relationships.
• Local regulatory & license requirements - job holder 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

You’ll achieve more at HSBC.

www.hsbc.com/careers

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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.

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Issued by The Hong Kong and Shanghai Banking Corporation Limited.