Premier Relationship Director I
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What you'll do
- Manage and grow a Premier client portfolio: Own and manage a portfolio of ~350 primary Premier clients, accountable for portfolio performance and income delivery.
- Acquire, develop, and retain high-value Premier relationships: Build long-term, trust-based relationships; grow wallet share and deliver profit growth through existing and new client development.
- Deliver expert financial planning and needs-based advice: Conduct regular client reviews to understand short- and long-term goals and recommend differentiated wealth solutions focused on wealth creation and capital preservation.
- Provide consistently excellent client service and experience: Use tools, information, and delivery channels effectively to deliver high service standards, monitor satisfaction, and ensure clients view HSBC as their primary bank.
- Leverage HSBC’s network and collaborate across businesses: Identify opportunities and make referrals to GBM/GPB where appropriate; work closely with WPB colleagues and act as a role model/coach to junior RMs.
- Maintain strong risk, compliance, and operational integrity: Adhere to internal controls and regulatory requirements, ensuring fair customer outcomes and operational discipline.
What they're looking for
- Proven and progressive financial services experience, including working experience as Relationship Manager.
- Evidence of strong client recommendation and sales results in wealth products.
- Prior relationship management experience managing high net worth client portfolios (Premier segment typically USD 120k–USD 5m investible assets).
- Expert knowledge in financial planning and wealth products, with the ability to translate needs into tailored solutions.
- Sound knowledge of the impact of macroeconomics/microeconomics/local market developments on clients and portfolios.
- Expert knowledge of the external regulatory framework relevant to wealth management, plus a clear view of how to work with Compliance, Credit & Risk, and Internal Control to maintain a balanced risk environment.
- Candidates are required to be SCA accredited within 6 months upon joining by completing 2 mandatory exams stipulated by SCA (ICWIM level 3 & UAE Financial Rules & Regulations).
- A graduation degree is essential for obtaining a UAE visa and work permit. If your university certificate is from outside the UAE, up-to-date attestations and equivalency are also mandatory (Recognition of Higher Education Qualifications Issued Outside The UAE).
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Some careers open more doors than others.
If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.
HSBC International Wealth and Premier Banking 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:
- Manage and grow a Premier client portfolio: Own and manage a portfolio of ~350 primary Premier clients, accountable for portfolio performance and income delivery.
- Acquire, develop, and retain high-value Premier relationships: Build long-term, trust-based relationships; grow wallet share and deliver profit growth through existing and new client development.
- Deliver expert financial planning and needs-based advice: Conduct regular client reviews to understand short- and long-term goals and recommend differentiated wealth solutions focused on wealth creation and capital preservation.
- Provide consistently excellent client service and experience: Use tools, information, and delivery channels effectively to deliver high service standards, monitor satisfaction, and ensure clients view HSBC as their primary bank.
- Leverage HSBC’s network and collaborate across businesses: Identify opportunities and make referrals to GBM/GPB where appropriate; work closely with WPB colleagues and act as a role model/coach to junior RMs.
- Maintain strong risk, compliance, and operational integrity: Adhere to internal controls and regulatory requirements, ensuring fair customer outcomes and operational discipline.
To be successful in the role, you should meet the following requirements:
- Proven and progressive financial services experience, including working experience as Relationship Manager.
- Evidence of strong client recommendation and sales results in wealth products.
- Prior relationship management experience managing high net worth client portfolios (Premier segment typically USD 120k–USD 5m investible assets).
- Expert knowledge in financial planning and wealth products, with the ability to translate needs into tailored solutions.
- Sound knowledge of the impact of macroeconomics/microeconomics/local market developments on clients and portfolios.
- Expert knowledge of the external regulatory framework relevant to wealth management, plus a clear view of how to work with Compliance, Credit & Risk, and Internal Control to maintain a balanced risk environment.
- Candidates are required to be SCA accredited within 6 months upon joining by completing 2 mandatory exams stipulated by SCA (ICWIM level 3 & UAE Financial Rules & Regulations).
- A graduation degree is essential for obtaining a UAE visa and work permit. If your university certificate is from outside the UAE, up-to-date attestations and equivalency are also mandatory (Recognition of Higher Education Qualifications Issued Outside The UAE).
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.
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