Premier Service Manager (UAE National)

HSBC Holdings plc; Dubai; On-site; AED 150,000 - 210,000; Full time

Job summary

HSBC International Wealth and Premier Banking seeks a Premier Service Manager to support Premier Wealth Relationship Managers, delivering an outstanding client experience while enabling relationship managers to focus on client-facing activity and growth.

You will provide high-quality sales and administrative support, manage client inquiries, CRM updates, and prepare sales documentation. The role emphasizes compliance, product knowledge, and proactive client service.

Qualifications

• Experience in financial services, preferably in retail or Premier banking sales.
• Knowledge of core banking products and Premier proposition, wealth processes.
• Experience using CRM or relationship-management platforms.
• Willingness to obtain professional or regulatory qualifications.
• University degree of at least 3 years required for UAE visa and work permit.

Responsibilities

• Provide high-quality sales and administrative support to PWRMs, including appointment setting and client servicing.
• Respond to client enquiries, resolve routine transactional requests and direct clients to appropriate channels.
• Manage client contact, event reminders and CRM updates to maintain accurate client records.
• Prepare sales documentation, input data, generate reports and coordinate with support functions to complete client requests.
• Support delivery of wealth solutions, ensuring effective follow-up.
• Handle client complaints promptly and professionally, aiming to resolve routine matters at first contact.
• Maintain knowledge of the PWRM client portfolio using CRM and analytical tools.
• Ensure wealth-deal input quality and regulatory compliance.
• Stay updated on relevant products, services, processes and regulatory requirements.

Skills

CRM experience

Client servicing

Communication skills

Teamwork

Regulatory awareness

Education

Bachelor's degree (3+ years)

Tools

CRM platforms

Job description

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.

Join HSBC International Wealth and Premier Banking as a Premier Service Manager. You'll support a team of Premier Wealth Relationship Managers (PWRMs), helping deliver an outstanding experience for affluent clients while enabling relationship managers to focus on client-facing activity and portfolio growth.

In this role, you will:

• Provide high-quality sales and administrative support to PWRMs, including appointment setting and client servicing.
• Respond to client enquiries, resolve routine transactional requests and direct clients to the appropriate channels when needed.
• Manage client contact, event reminders and CRM updates to maintain accurate and active client records.
• Prepare sales documentation, input data, generate reports and coordinate with support functions to complete client requests.
• Support the smooth delivery of suitable product and wealth solutions, ensuring effective follow-up.
• Handle client complaints promptly and professionally, aiming to resolve routine matters at the first point of contact.
• Maintain strong knowledge of the PWRM client portfolio using CRM and analytical tools.
• Ensure wealth-deal input quality and error rates remain within required standards.
• Maintain up-to-date knowledge of relevant products, services, processes and regulatory requirements.

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

• Experience in financial services, preferably in retail or Premier banking sales.
• Knowledge of core banking products, the Premier proposition, and retail and wealth processes.
• Experience using CRM or relationship-management platforms.
• Understanding of branch operations and relevant local compliance requirements.
• Strong communication, influencing, teamwork and client-service skills.
• Ability to deliver needs-based solutions and a high-quality client experience.
• Money Laundering Awareness certification is preferred.
• Willingness to obtain any professional or regulatory qualifications required by the market.
• A full-time degree of at least three years' duration is essential for obtaining a UAE visa and work permit. Degrees awarded outside the UAE require valid attestation and equivalency documentation.

You'll achieve more at HSBC.

www.hsbc.com/careers

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Issued by The Hong Kong and Shanghai Banking Corporation Limited.