Wealth Coaching Lead for High-Net-Worth Advisors

HSBC; Dubai; On-site; AED 420,000 - 720,000; Full time

Job summary

HSBC International Wealth and Premier Banking in Dubai seeks an experienced professional to coach and develop Relationship Managers within the wealth management framework. The role emphasizes high net worth client engagement, advisory excellence, and disciplined portfolio management.

You will lead training, performance measurement, and standards development to elevate savings, investments, and overall client experience while ensuring strict adherence to global and local compliance and risk

Qualifications

• 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).

Responsibilities

• 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.

Job description

HSBC International Wealth and Premier Banking in Dubai seeks an experienced professional to coach and develop Relationship Managers within the wealth management framework. The role emphasizes high net worth client engagement, advisory excellence, and disciplined portfolio management.

You will lead training, performance measurement, and standards development to elevate savings, investments, and overall client experience while ensuring strict adherence to global and local compliance and risk