Premier Wealth Relationship Manager

HSBC; United Arab Emirates; On-site; AED 250,000 - 350,000; Full time

Job summary

A leading global bank is seeking a Premier Wealth Relationship Manager in Abu Dhabi. The role involves maximizing client portfolios, developing relationships, and meeting KPI objectives. Ideal candidates will have wealth management experience and strong client relationship skills. This position offers an opportunity to leverage your expertise in a dynamic environment.

Qualifications

• Experience in wealth management and client relationship building.
• Strong analytical and advisory skills to understand client needs.
• Ability to achieve KPI objectives and build sustainable relationships.

Responsibilities

• Maximize profit through growth of client portfolio.
• Achieve KPI objectives via relationship development.
• Monitor client satisfaction and improve service delivery.

Job description

Premier Wealth Relationship Manager, Abu Dhabi (ID: 0000LQY1)

Some careers shine brighter than others. If you’re looking for a career where you will be respected as an individual and valued for the contributions you make, join HSBC and discover how diversity drives our success.

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.

We are currently seeking an experienced professional to join our team.

Responsibilities

• Maximize profit and achievement of the growth of Premier client’s portfolio.
• Achieve agreed KPI objectives by development of existing and new relationships.
• Build effective relationships with clients to retain and develop sustainable relationships.
• Complete regular reviews with clients to understand their current and long-term needs and advise them on the products and services that help them achieve their goals.
• Effective use of tools and information to drive client service delivery and WPB performance.
• Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group.
• Build a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand.
• Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals.
• Establish and agree client contact strategies in line with Group operating models.
• Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date.
• Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group.
• Maintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients.
• Monitor client satisfaction data implementing portfolio level improvements.
• Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client.
• To work as part of an integrated branch management team to ensure standards and operating models are met and delivered.
• Proactively support others through direct and indirect actions beyond activities particular to this role.
• Collaborate with the wider team to deliver the Branch WPB Performance measures and plan to support the multi-channel client journey.
• Strictly following and implementing with accuracy KYC and SCC due diligence information for individuals from Sanction & sensitive countries.
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.