Senior Premier Wealth Relationship Manager

Senior Premier Wealth Relationship Manager - 0000L869 Some careers grow faster than others.

If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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.

In this role, you will :

Maximize profit and achievement of the growth of Premier client’s portfolio

Achieve agreed KPI objectives by development of existing and new relationships

Build effective relationships with clients to retain and develop sustainable relationships

Complete regular reviews with clients to understand their current and long-term needs and advise them on the products and services that help them achieve their goals

Effective use of tools and information to drive client service delivery and IWPB performance

Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group

Build a high personal and corporate profile in the community in which you are based. 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 coach the wider Branch team in support of business goals

Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group

Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines

Establish and agree client contact strategies in line with Group operating models

Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

Build and maintain relationships with clients based on credibility, reliability and personal interest.

Own the client relationship with HSBC and provide professional care and expert financial advice that results in clients considering HSBC their primary bank.

To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered

Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc. FIM, MENA Wealth Sales Procedure Manuals and Qatar Credit Policy Manual appropriate lending guidelines

Comply with local regulatory requirements

Requirements

Bachelor's degree or equivalent experience

Minimum of three years proven and progressive financial services and / or retail sales experience or equivalent

Evidence of strong sales results in insurance and investment products

Relationship management experience with high-net-worth clients

Strong technical skills in wealth management

Strong communication, client focus and influencing skills

Strong sales orientation, networking and portfolio management skills

Sound knowledge of financial services products and services and the client relationship management system

Understanding of business banking client segment and products and services

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

CISI level 3 is mandatory.

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