Premier Wealth Sales Manager

HSBC; Abu Dhabi; On-site; AED 60,000 - 120,000; Full time

Job summary

A leading financial institution is seeking a Premier Wealth Sales Manager in Abu Dhabi to lead and develop sales teams for high-net-worth clients. The successful candidate will require strong leadership skills, substantial experience in relationship management, and a proven ability to enhance sales performance. This role emphasizes team coaching, strategic thinking, and familiarity with wealth management products. Excellent interpersonal, analytical skills, and a relevant professional qualification are essential for success.

Benefits

Flexible working opportunities

Continuous professional development

Qualifications

• Proven ability in team leadership and management.
• Strong sales and service experience in financial services industry.
• Proven track record as a sales leader managing teams selling financial planning solutions.

Responsibilities

• Lead the team to deliver the key performance indicators (KPIs) and plan.
• Ensure sales activity management to effectively meet customer needs.
• Coach team members on sales skills based on performance data.

Skills

Team leadership

Relationship management

Sales experience in financial services

Coaching sales techniques

Strategic thinking

Interpersonal skills

Education

Graduation degree

Professional financial qualification (ICWM Level 3 or equivalent)

Job description

Premier Wealth Sales Manager, IWPB - 21868

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC’s International Wealth and Premier Banking (IWPB) 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.

Our ambition is to establish UAE as a Wealth Hub for the region for HSBC with a multi-year investment over the next 5 years, serving the full client continuum. The role of Wealth Sales Manager is to lead, develop and manage the sales teams of Premier Wealth Relationship Managers (PWRMs) to ensure achievement of the business objectives and deliver the branch performance measures in line with the defined business plan. The individual has a central role to play in effectively leading and implementing change as an integral part of delivering the business strategy.

In this role, you will:

• Lead the team to deliver the key performance indicators (KPIs) and plan
• Ensure sales activity management and the sales process are used to effectively meet customer needs
• Lead Team of Premier Wealth RMs (PWRM) in line with the processes and activities in the IWPB Operating Model and other operational guidelines to achieve consistency of management of our people and delivery of service and sales to HSBC customers
• Monitor and act on sales activity management information and other internal information tools, using them to coach your team and achieve the business goals
• Identify and act on factors that would increase local competitiveness
• Promote collaboration and referring Private banking leads.
• Use the principles and guidelines in the operating model to ensure customer needs are identified and where appropriate PWRMs use the support provided by specialists
• Conduct Field Visit Observations (FVO)/ Live Observations on the job and coach PWRMs on sales skills based.
• Achieving assigned country PWRM NPS score by leading both the sales managers
• Personally manage the application, client funnel management and sales quality standards
• Drive a high-performance culture through robust objective setting, performance reviews and action to address poor performance
• Proactively assisting management in identifying and containing Money Laundering compliance risk through reporting of suspicious customers to MLRO via FC-UAR

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

• Proven ability in team leadership and management
• In-depth knowledge and experience of Retail distribution
• Proven ability in relationship management in the Retail/Wealth sector
• Strong sales & service experience in financial services industry
• Familiarity with financial markets and good knowledge of wealth management products including insurance & investments
• Proven track record as a sales leader managing teams selling financial planning solutions to high-net-worth clients
• Experience developing sales strategies and successfully implementing them
• Excellent interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating
• Coaching sales techniques, best practice and sales management on a team and one to one basis
• Strategic thinker, coupled with analytical skills and strong business acumen
• Professional financial qualification strongly preferred (ICWM Level 3 or equivalent qualification)
• Supervision in a regulated environment (J07) is mandatory
• Graduation degree is a must to secure a UAE Visa and Work Permit

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.