Wealth Coach

HSBC Group; Dubai; On-site; AED 335,000 - 580,000; Full time

Job summary

HSBC Group in Dubai is seeking an experienced professional to lead coaching and development across the Wealth Management team. This role focuses on strengthening portfolio management discipline, client engagement quality, and overall professionalism in line with the IWPB model.

You will build RM capability in financial planning and wealth products, enhance advisory conversations and need-based selling, while aligning with compliance and risk standards.

Qualifications

• In-depth experience in financial services and relationship management.
• HNW portfolio experience preferred.
• Licences/accreditations for local wealth management required.

Responsibilities

• Coach and mentor Relationship Managers to strengthen portfolio management discipline and client engagement quality.
• Partner with RM leaders to shape team routines, standards and performance expectations, driving consistent client management practices.

Skills

Relationship Management

Financial services

Coaching

Job description

Some careers open more doors than others.

If you’re looking to unlock new job opportunities, join HSBC and experience the possibilities.

HSBC International Wealth and Premier Banking aim 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.

In this role, you will:

• Coach and mentor Relationship Managers (including Sales Managers) to strengthen portfolio management discipline, client engagement quality, and overall professionalism in line with the IWPB model.
• Build RM capability in financial planning and wealth products, improving advisory conversations, need-based selling, and suitability-led recommendations.
• Partner with RM leaders as a strategic advisor to shape team routines, standards, and performance expectations, driving consistent client management practices.
• Deliver structured training, observation, and feedback (e.g., call/meeting coaching, pipeline reviews, role plays) to improve sales effectiveness, wallet share, and wealth penetration.
• Track and evidence impact through agreed KPIs (e.g., client activity, conversion, product mix, penetration, portfolio health), identifying gaps and implementing targeted improvement plans.
• Ensure all coaching and business activity adheres to HSBC Business Principles, operational risk controls, and local/global compliance requirements, maintaining strong conduct and operational integrity.

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

• In depth experience in financial services and Relationship Management; HNW portfolio experience preferred.
• Expert knowledge of financial planning and wealth products, with a proven track record of strong client recommendations and sales outcomes.
• Demonstrated experience coaching and developing high-performing wealth teams; people leadership/team handling experience preferred.
• Strong understanding of macro/microeconomics and local market developments
• Expert knowledge of the external regulatory framework for wealth management; holds required local licences/accreditations and partners effectively with Compliance, Credit & Risk, and Internal Control.
• In-depth understanding of HSBC Global House Views.
• Ability to communicate well in English and Arabic is preferred
• A graduation degree is essential for obtaining a UAE visa and work permit. If your university certificate is from outside the UAE, up-to-date attestations and equivalency are also mandatory (Recognition of Higher Education Qualifications Issued Outside The UAE).

You’ll achieve more at HSBC.

www.hsbc.com/careers

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.