Premier Direct Relationship Manager; UAE National - Premier Direct Banking

Premier Direct Relationship Manager (UAE National Role) – Premier Direct Banking – Job

GCB 6

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

HSBC UAE International Wealth and Premier Banking (‘HSBC UAE IWPB’) aims to be the international bank of choice for affluent customers in UAE, 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.

We are currently seeking an ambitious professional to join the Premier Direct Banking Team as a Relationship Manager to acquire, establish and grow Premier customer relationships and to fulfil their financial needs.

• Have meaningful interactions (physical & virtual where a need is discussed) in line with the defined sales process – EDRAS.
• Proactively support the customer to utilize the channel most appropriate to support their needs EDRAS Number of Digitally Engaged users active as a % of customer base.
• Achieve the business objectives by meeting customer need.
• Provide one-stop financial services, proactively promoting Premier services, and fulfilling holistic wealth management needs of Premier customers.
• Delivery of a customer experience that meets or exceeds our customers’ expectations.
• Minimize errors, operational losses and rework.
• Ensure on‑going operation of business meets audit and risk standards.
• Refer wealth business to the dedicated Premier Wealth Manager on reactive basis
• Responsible for End to End wealth services:
  • E‑Tool completion
  • Change of SI (Live Sign)
  • Change of payment account for paying out the dividend, debiting and crediting cash for the online trade platform and receiving the funds from redemption
  • Changes to exiting wealth standing instruction for customer who have Perpetual or Regular saving plan for mutual funds only
    • Full SI Cancellation
    • Change of Debit Cash Account and/or Payment Date
    • Reduction of Subscription Amount in Investment Funds to reduce the SI amount for the same fund
  • Pershing Investment Account Closure
• Work with other Premier Relationship Managers to ensure a consistent approach and application of the Global Premier proposition and provision of Wealth Management solutions to Premier customers.
• Set an example to colleagues in terms of delivering sound, appropriate Wealth solutions and customer service excellence.

• Proven experience of sales & service in retail banking.
• Previous branch experience in HSBC or equivalent is desirable
• Strong understanding of HSBC group across key business areas, including HSBC International Personal Banking Service and Offshore.
• Knowledge of core products, account opening systems and Customer Relationship Management system.
• Understanding of HSBC system, Hub CRMS, including cross‑business awareness is a plus.
• Knowledge of appropriate Branch operational procedures.
• Knowledge of operational procedures related to the sale of insurance and investment products at HSBC.
• Money Laundering Awareness.
• Knowledge of regulatory and compliance issues as required locally.
• Comprehensive understanding of the Premier proposition and products, along with the ability to communicate these effectively to customers.
• Strong selling and presentation skills regarding Wealth / Insurance & Investment solutions
• Excellent interpersonal skills, including influencing and relationship building over the phone
• Excellent planning and organizational skills
• Excellent analytical and problem solving skills
• Fluency in English and Arabic
• A graduation degree is essential for obtaining a 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).
• Under the New Labour Law, only…