Premier Relationship Director | Dubai, UAE

Premier Relationship Director, UAE - 0000KZZI

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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, 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, working together with colleagues to define, manage and achieve divisional business targets.

In this role, you will:

1. Achieve agreed KPI objectives and profit growth through the development of existing and new Premier client relationships.
2. Proactively grow and manage a portfolio of High-Net-Worth clients.
3. Deepen relationships through tailored financial solutions, ensuring exceptional client service to meet their evolving wealth management needs.
4. 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.
5. Use tools, information, and delivery channels effectively to deliver the highest levels of client service.
6. Maintain a minimum standard of qualifying Premier clients within the portfolio as stated by Group.
7. Develop a network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge, and promoting the brand.
8. 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.
9. Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date.
10. Identify opportunities to refer business to GBM, GPB, as appropriate.
11. Own the client relationship with HSBC and provide professional care and expert financial advice that results in clients considering HSBC their primary bank.
12. Work as part of an integrated management team to ensure standards are met and operating models delivered.
13. Adhere to selling process and sales quality requirements.

Requirements

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

1. 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.
2. ICWIM Level 3 qualification.
3. Evidence of strong client recommendation and sales results in wealth products.
4. Equivalent relationship management experience in managing high net worth client portfolios preferred.
5. Sound knowledge of the impact of macroeconomics/microeconomics/local market developments.
6. Expert knowledge of external regulatory framework relevant to wealth management.
7. Ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
8. Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country.
9. Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
10. Able to communicate well in English and Arabic is preferred.
11. Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly.
12. Graduation degree is a must to secure a UAE Visa and Work Permit.

For further details and application information please visit our careers site, searching under reference number 0000KZZI.