Relationship Manager - MENA

HSBC; London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading global bank in London is seeking a Relationship Manager specialized in the MENA region. This role requires RDR Level 4 qualification and strong skills in client portfolio management and acquisition. The manager will work independently and with Global Relationship Managers to service UK wealth requirements for clients in MENA. Benefits include tailored professional development opportunities and a competitive pay package.

Benefits

Private healthcare

Enhanced maternity and adoption pay

Contributory pension scheme

Qualifications

• Minimum RDR Level 4 qualification required, Level 6 needed within 12 months.
• Demonstrable track record with clients in the MENA region.
• Excellent understanding of wealth management and regulatory environment in the UK.

Responsibilities

• Grow revenue and increase AUM of portfolio.
• Conduct regular meetings with clients.
• Work with Investment Specialist to meet client's objectives.
• Identify clients' financial planning needs.

Skills

Client portfolio management

New client acquisition

Financial markets knowledge

Outstanding communication skills

Interpersonal skills

Education

RDR Level 4 qualification

Level 6 within 12 months

Job description

Overview

Relationship Manager - MENA. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are seeking a Relationship Manager who will work alongside and support the Primary Relationship Manager based in the UAE to acquire, maintain and grow profitable long-term relationships with UHNW / HNW clients resident in the UAE / MENA Region in line with our Cross Border rules. The role is based in London, and some travel may be required.

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

Role and responsibilities

• Grow revenue, increase AUM of portfolio and increase inflows of net new money (NNM), achieving growth by leveraging brand, internal collaboration channels through GPB and other HSBC Lines of Business and RM's own referral network.
• Have regular contact and meetings with clients and providers of new business introductions. Depending on client preferences, the RM will work independently and/or with the Global Relationship Managers based in the UAE to identify, onboard and service GPB UAE clients on their UK related wealth requirements.
• Work with the Investment Specialist to ensure the client's objectives are met through portfolio allocation, review portfolios on a regular basis and develop the client's profitability.
• Identify the client's financial planning needs and make introductions to the Wealth Planning (WP) and Strategic Financial Planning (SFP) teams.

Qualifications

• RDR Level 4 qualification is a minimum requirement of the role with the requirement to achieve Level 6 within 12 months of joining.
• Demonstrable track record of client portfolio management and new client acquisition specifically with clients in the Middle East & North Africa segment.
• Track record of building successful relationships with both an internal and external referral network.
• Excellent understanding of financial markets, complex wealth management solutions including lending solutions, and the regulatory environment in the UK.
• Outstanding communication and interpersonal skills.
• Fluency in Arabic - desirable.

Role details

This role is based in London.

Benefits and culture

Opening up a world of opportunity. Being open to different points of view is important for our business and the communities we serve. At HSBC, we are dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk: Email: hsbc.recruitment@hsbc Telephone: [phone]

Job ID 5662