Senior Premier Relationship Director

Senior Premier Relationship Director, IWPB - 25863

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. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC’s International Wealth and Premier Banking (IWPB) aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. 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.

Our ambition is to establish UAE as a Wealth Hub for the region for HSBC with a multi-year investment over the next 5 years, serving the full client continuum. The role is a client facing role managing the HSBC relationship with our highest value clients where professionalism, client focus, and an expert understanding of financial planning and wealth products are critical to the success of the business.

The role holder has a responsibility to acquire, develop and retain relationships with a portfolio of Premier clients.

• Achieve agreed KPI objectives and profit growth through the development of existing and new Premier client relationships
• Complete regular reviews with clients to understand their current and long-term financial needs and advise them on the differentiated products and services that help them achieve their wealth goals
• Use tools, information, and delivery channels effectively to deliver the highest levels of client service
• Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
• Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge, and promoting the brand
• Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain wallet share of clients
• Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
• Take full ownership for all customer events hosted by HSBC, This includes proactive nomination of clients, Securing timely RSVPs and attending all events to professional represent HSBC with all attending customers in line with the Events Do’s & Don’ts guidelines published
• As a team player, establish and maintain strong working relationships with colleagues in the wider WPB businesses and others as appropriate to service client needs
• Comply with local regulatory requirements which includes but not limited to the completion of mandatory examinations required by SCA for this role

• Proven financial services experience, with a progressive career path in Relationship Management
• Evidence of strong client recommendation and sales results in wealth products
• Equivalent relationship management experience in managing high net worth client portfolios preferred
• Candidates are required to be SCA accredited within 6 months upon joining by completing 2 mandatory exams stipulated by SCA (ICWIM level 3 & UAE Financial Rules & Regulations)
• 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
• Strong clients focus and ability to develop long term partnerships with clients
• Ability to deliver needs-based solutions through effective communication, influencing, and sales skills
• 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…