Job description
Senior Director Premier Wealth, UAE – 0000L89Y
Some careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities.
HSBC aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We provide a leading premium proposition through Premier Banking and, together with our Global Private Bank (GPB), are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.
We are currently seeking an ambitious individual to join our International Wealth and Premier Banking team (IWPB) as a Senior Director, to build trusting relationships with existing and potential Premier clients.
In this role, you will:
• Achieve agreed KPI objectives and profit growth through the development of existing and new Premier client relationships.
• Proactively grow and manage a portfolio of High-Net-Worth clients.
• Deepen relationships through tailored financial solutions, and ensuring exceptional client service to meet their evolving wealth management needs.
• 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.
• Identify opportunities, to refer business to GBM, GPB, as appropriate.
• Own the client relationship with HSBC and provide professional care and expert financial advice that results in clients considering HSBC their primary bank.
• Work as part of an integrated management team to ensure, standards and are met and operating models delivered.
• Adhere to selling process and sales quality requirements
Requirements
To be successful in the role, you should meet the following requirements:
• 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 qualification.
• Equivalent relationship management experience in managing high net worth client portfolios preferred.
• Expert knowledge of external regulatory framework relevant to wealth management.
• 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 environment.
• Able to communicate well in English and Arabic is preferred.
• Graduation degree is a required to secure a UAE Visa and Work Permit.
For further details and application information please visit our careers site, searching under reference number 0000L89Y.
You’ll achieve more at HSBC.
www.hsbc.com/careers
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hong Kong and Shanghai Banking Corporation Limited