Senior Wealth Planning Manager for High-Value Clients

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

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.