Premier Wealth Relationship Manager

2 weeks ago

Doha, Baladīyat ad Dawḩah, Qatar HSBC Full time

Premier Wealth Relationship Manager

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.


Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with USD1.4 trillion in assets.

Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals.

We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers' needs.


We are currently seeking an ambitious individual to join our Wealth and Personal Banking team, working together with colleagues to define, manage and achieve divisional business targets.


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 WPB 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
  • Maintain highest standard of excellence in client service across the team and with individual portfolio
  • Ongoing analysis of client portfolios through marketing of ideas and researching clients
Requirements

To be successful in the role, you should meet the following 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

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