Wealth Coach

HSBC; United Arab Emirates; On-site; AED 60,000 - 120,000; Full time

Job summary

Join HSBC as a Wealth Coach in Dubai and make a significant impact by enhancing the performance of relationship managers. Utilize your financial expertise to deliver exceptional wealth management services while coaching teams to excel in client engagement. This role combines strategic mentoring with frontline client interactions, offering a unique opportunity to leverage your skills in a dynamic and diverse workplace.

Qualifications

• Evidence of strong client recommendations and sales results in wealth products.
• Expert knowledge in financial planning and wealth management.
• Able to communicate well in English and Arabic preferred.

Responsibilities

• Coach and support relationship managers to enhance productivity.
• Act as a strategic partner, driving excellence in client service.
• Ensure compliance with regulatory requirements in wealth management.

Skills

Client engagement

Coaching

Financial planning

Sales performance

Regulatory knowledge

Market analysis

Education

Graduation degree

Valid wealth management licenses

Job description

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.

HSBC International Wealth and Premier Banking (IWPB) are our new global business combining Retail Banking and Wealth Management. 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.

We are currently seeking an ambitious individual to join the Premier Wealth team in the role of a Wealth Coach to support the professional development and performance of relationship managers (RM’s) including sales managers. Through their experience and knowledge in financial advisory practices and strong coaching background, they will help the relationship managers enhance their client engagement, advisory capabilities and sales performance.

The working location for this position is HSBC Tower, Dubai, UAE.

In this role, you will :

• Coach, Support and guide relationship managers and Sales managers to be more productive in their role.
• Act as a strategic partner and mentor, driving excellence in client service and delivering measurable impact on business outcomes.
• Help in delivering a consistent and tailored wealth management service to our most valuable Premier clients.
• Drive commercialization of new initiatives & product launches by building positioning & segmentation skills of RMs.
• Ensure opportunities are identified and client needs are met effectively, maximizing all available resources.
• Compliance with the relevant Group standards and the Regulatory organization as applied to the implementation of the WPB strategy in their country.
• Portfolio income & Wealth penetration based on local requirements.
• Ensuring that sales & operations are undertaken in accordance with HSBC guidelines.
• Comply with local regulatory requirements.

Requirements

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

Knowledge / Experience

• Evidence of strong client recommendation and sales results in wealth products.
• Evidence of coaching and leading high performing Wealth teams.
• Equivalent relationship management experience in managing high net worth client portfolios preferred.
• Expert knowledge in financial planning and wealth products.
• Sound knowledge of the impact of macroeconomics / microeconomics / local market developments.
• Expert knowledge of external regulatory framework relevant to wealth management.
• If internal, in-depth understanding of HSBC Global House Views.
• Strong clients focus and ability to develop long term partnerships with clients.
• Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country.
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
• Able to communicate well in English and Arabic is preferred
• Graduation degree is required to secure a UAE Visa and Work Permit.

For further details and application information please visit our careers site, searching under reference number 0000LED0.

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.