وظائف شاغرة في الامارات 2023 | بنك HSBC - بنكى جوبس
HSBC Bank announced on its official Linkedin page a vacancy
Premier Wealth Relationship Manager
HSBC Bank
- HSBC was born from one simple idea – a local bank serving international needs.
- In March 1865, HSBC opened its doors for business in Hong Kong, helping to finance trade between Europe and Asia.
- They have been supporting thier customers for more than 150 years. Today, they serve around 40 million personal, wealth and corporate customers worldwide in 63 countries and territories.
- The experiences of the past century and a half have formed the character of HSBC.
- A glance at our history explains why we believe in capital strength, in strict cost control and in building long-term relationships with customers.
- The bank has weathered change in all forms – revolutions, economic crises, new technologies – and adapted to survive.
- The resulting corporate character enables HSBC to meet the challenges of the 21st century.
- HSBC is one of the largest international banks in the world.
- The bank ranks seventh as the largest bank in the world in terms of assets and the first in Europe.
- HSBC Bank is spread in sixty-seven countries on all continents of the world, through 3,900 branches and representative offices.
Job Responsibilities
- 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.
- 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.
Qualifications
- Bachelor's degree.
- Proven and progressive financial services, and experience as a Relationship Manager.
- Evidence of strong client recommendation and sales results in wealth products.
- Equivalent relationship management experience in managing high net worth client portfolios preferred.
- Expert knowledge in financial planning and wealth products.
- Sound knowledge of the impact of macroeconomics/microeconomics/local market developments.
- Expert knowledge of external regulatory framework relevant to wealth management.
- If internal, in-depth understanding of HSBC Global House Views.
- Strong client focuses and ability to develop long term partnerships with clients.
- Ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
- 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.
- Fully accredited by SCA.