Premier Wealth Relationship Manager HSBC

If you’re looking for a career where you will be respected as an individual and valued for the contributions you make, join HSBC and discover how diversity drives their success. Currently, HSBC is seeking an ambitious individual to join their Wealth and Personal Banking team as Premier Wealth Relationship Manager, working together with colleagues to define, manage and achieve divisional business targets. The role is a client facing role managing the HSBC relationship with their 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.

Modus Operandi of Premier Wealth Relationship Manger

• Relationship Managers require exceptional ability to build trusting relationships with existing and potential Premier clients, help clients articulate their needs and deliver to exceed client expectations.
• Success requires getting to know clients to understand their short and long term financial goals.  
• Use deep understanding of the client’s situation and external market knowledge to educate clients and provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation.

Responsibilities of Premier Wealth Relationship Manager

• The role will entail reviewing the premier portfolio regularly to identify opportunities to use the distinctive capabilities of HSBC, spanning lines of business and geography, to the advantage of the client. In so doing the job holder can increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners.
• Understanding and adhering to local and global compliance requirements is critical. In delivering the business objectives the role holder must also maintain the levels of operational integrity required by HSBC and adhere to the Business Principles and Values of HSBC.
• The RM is accountable for the performance of their portfolio and needs to ensure it is effectively run within the WPB Target Business Model (TBM) and delivers to the Proposition as defined by HSBC Group.

Requirements of Premier Wealth Relationship Manager

The requirements of Premier Wealth Relationship Manager are as under:

• Bachelor’s degree or equivalent experience.
• Candidates are required to complete the SCA requirements which are passing the 4 mandatory exams and obtaining University degree equalization from the Ministry of Education.
• ICWIM Level 3 & UAE Financial Rules and Regulations qualification.
• Possess valid licenses with accreditation on wealth management and qualification as required by country.
• Minimum of eight years proven and progressive financial services, and at least 3 years as Relationship Manager.

Skills and Knowledge Desired

• Evidence of strong client recommendation and sales results in wealth products.
• Equivalent relationship management experience in managing high net worth client portfolios preferred.
• 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.
• If internal, in depth understanding of HSBC Global House Views.
• Strong client focusses and ability to develop long term partnerships with clients.
• Ability to deliver needs based solutions through effective communication, influencing, and sales skills.
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
• Able to communicate well in English and local languages.

Leadership Attributes Desired

• Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly.
• Be ambitious about providing the highest standards of delivery to colleagues and clients.
• Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity.
• Be authentic and show ability to engage with colleagues and clients to deliver at pace.
• Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses.

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