Flexible Premier Wealth Relationship Manager

HSBC Holdings plc

Doha

On-site

QAR 180,000 - 360,000

Full time

5 days ago
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Job summary

HSBC Holdings plc in Doha seeks a Premier Relationship Manager to manage a high-value Premier client portfolio, acquiring and retaining relationships and delivering wealth solutions. You will collaborate with branch, WPB and direct teams to meet WPB objectives and uphold service, risk management and regulatory standards.

The role emphasizes strong client focus, financial-planning knowledge and the ability to operate within HSBC policies and risk controls.

Qualifications

  • Minimum three-year degree required for Qatar visa and work permit.
  • Bachelor’s degree or equivalent professional experience.
  • At least two years' experience in financial services or related field.
  • Strong knowledge of financial planning and wealth-management products.
  • Experience managing high-net-worth or Premier clients.
  • Excellent communication and sales skills with a client focus.
  • Ability to meet regulatory/licensing requirements and work with Compliance and Risk.

Responsibilities

  • Manage and grow a Premier client portfolio with profitability targets.
  • Acquire new clients and develop existing relationships.
  • Deliver high standards of client service and wealth reviews.
  • Use CRM data to improve client engagement and portfolio performance.
  • Collaborate with branch and WPB teams to meet business objectives.
  • Maintain compliance with HSBC policies and risk controls.

Skills

Relationship management
Sales skills
Financial planning knowledge
Client focus
English communication

Education

Bachelor’s degree
Three-year graduation degree

Tools

CRM systems

Job description

HSBC Holdings plc in Doha seeks a Premier Relationship Manager to manage a high-value Premier client portfolio, acquiring and retaining relationships and delivering wealth solutions. You will collaborate with branch, WPB and direct teams to meet WPB objectives and uphold service, risk management and regulatory standards.

The role emphasizes strong client focus, financial-planning knowledge and the ability to operate within HSBC policies and risk controls.

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