Premier Wealth Relationship Manager

HSBC Holdings plc; Doha; On-site; QAR 180,000 - 360,000; Full time

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

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.This is a client-facing role managing high-value Premier clients. You’ll acquire, develop and retain client relationships, provide appropriate wealth solutions and work with branch and direct teams to deliver WPB objectives. Success requires strong client focus, financial-planning knowledge and a commitment to service, risk management and regulatory standards.

Duties & Responsibilities

• Manage and grow a Premier client portfolio, achieving agreed profitability, balance and income targets.
• Acquire new clients and develop existing relationships to support sustainable business growth.
• Build trusted relationships and deliver consistently high standards of client service.
• Conduct regular wealth reviews to understand client needs and recommend appropriate products and services.
• Use client data, management information and Client Relationship Management systems to improve client engagement and portfolio performance.
• Maintain accurate client records and ensure contact strategies are aligned with HSBC operating models.
• Work collaboratively with branch, WPB, support and direct teams to deliver business objectives and a consistent client journey.
• Operate in line with HSBC policies, regulatory requirements and the Target Operating Model, while supporting strong risk and control environment.

Experience & Qualifications

• A full-time graduation degree of at least three years is essential for obtaining a Qatar Visaand work permit; overseas degrees require valid attestation and equivalency.
• Bachelor’s degree or equivalent professional experience.
• At least two years’ experience in financial services, retail sales or a comparable field.
• Strong knowledge of financial planning, wealth-management products and investment or insurance sales.
• Proven experience managing relationships with high-net-worth or Premier clients.
• Strong communication, influencing, networking and sales skills, with a clear client focus.
• Sound knowledge of financial services, products and Client Relationship Management systems.
• Ability to meet regulatory, licensing and country-specific qualification requirements, communicate effectively in English and relevant local languages, and work constructively with Compliance, Credit and Risk.

Performance Expectations

The role holder will manage an active portfolio of approximately 250–300 Premier clients, subject to market requirements, and deliver agreed WPB plan outcomes, including:

• 15 meaningful wealth meetings per week.
• 3 fulfilled client needs per week.
• 1 new-to-bank client per week through balance acquisition or build-up.
• Appropriate referrals to Private Bank.

HSBC supports flexible and alternative ways of working where possible, subject to approval.

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Issued by The Hong Kong and Shanghai Banking Corporation Limited