Premier Wealth Relationship Manager

About the Role

Embark on a career path at HSBC where your impact is valued and recognized. As a Premier Wealth Relationship Manager, you will handle a portfolio of high-net-worth Premier clients, foster new and existing relationships, and deliver tailored wealth management solutions. Collaborating with both branch and direct teams, you will contribute towards accomplishing the Wealth and Personal Banking (WPB) objectives, grounded in a strong client orientation, financial planning expertise, and adherence to risk and regulatory standards.

Responsibilities

• Oversee and expand a portfolio of Premier clients, meeting set profitability, balance, and income goals.
• Acquire new clients and nurture current relationships to drive sustainable growth.
• Develop trusted client relationships by consistently providing exceptional service.
• Conduct regular wealth assessments to identify client needs and suggest fitting products and services.
• Utilize client data, management information, and CRM systems to enhance client engagement and portfolio outcomes.
• Ensure accurate client record-keeping aligned with HSBC’s operational protocols.
• Collaborate effectively with branch, WPB, support, and direct teams to achieve business objectives and deliver a seamless client experience.
• Operate in compliance with HSBC policies, regulatory requirements, and the Target Operating Model, reinforcing strong risk management.

Experience & Qualifications

• Possess a full-time undergraduate degree of at least three years, mandatory for Qatar visa and work permit; overseas degrees must have valid attestation and equivalency.
• Hold a bachelor’s degree or have equivalent professional experience.
• Have a minimum of two years’ experience in financial services, retail sales, or a related sector.
• Demonstrate solid knowledge of financial planning, wealth management products, and investment or insurance sales.
• Proven experience managing relationships with high-net-worth or Premier clients.
• Exhibit strong communication, influencing, networking, and sales abilities with an unwavering client focus.
• Familiarity with financial services products and client relationship management systems.
• Meet regulatory, licensing, and country qualification standards; communicate proficiently in English and local languages; collaborate constructively with Compliance, Credit, and Risk functions.

Performance Expectations

• Handle an active portfolio of around 250–300 Premier clients, contingent on market conditions.
• Conduct 15 meaningful wealth meetings weekly.
• Perform 8 financial planning reviews each week.
• Address and fulfill at least 3 client needs weekly.
• Acquire at least 1 new client weekly through balance growth or new acquisition.
• Refer appropriate clients to Private Banking services.

Additional Information

HSBC endorses flexible and alternative working arrangements where feasible and approved. The organization values inclusivity, ensuring employees feel respected and supported throughout their career development. Personal data collected for employment purposes is governed under HSBC's Privacy Statement.