Premier Wealth Experience Manager

Maseera; Dubai; Presencial; AED 335.000 - 502.000; Jornada completa

Descripción de la vacante

HSBC International Wealth and Premier Banking in Dubai is seeking a Premier Service Manager to support a team of Premier Wealth Relationship Managers, delivering an outstanding client experience while enabling relationship managers to focus on client-facing activity and portfolio growth.

You will handle client inquiries, CRM updates, document preparation, and follow-up on wealth solutions, maintaining up-to-date knowledge of products, processes and regulatory requirements.

Formación

• Experience in financial services, preferably in retail or Premier banking.
• 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.

Responsabilidades

• 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.

Conocimientos

Financial services experience

CRM platforms

Client-service excellence

Communication influence

Retail/Premier banking knowledge

Educación

Bachelor's degree

Herramientas

CRM platforms

Descripción del empleo

HSBC International Wealth and Premier Banking in Dubai is seeking a Premier Service Manager to support a team of Premier Wealth Relationship Managers, delivering an outstanding client experience while enabling relationship managers to focus on client-facing activity and portfolio growth.

You will handle client inquiries, CRM updates, document preparation, and follow-up on wealth solutions, maintaining up-to-date knowledge of products, processes and regulatory requirements.