Wealth Coach

About HSBC International Wealth and Premier Banking

Join HSBC and open the door to new career opportunities. HSBC International Wealth and Premier Banking strive to be the preferred international bank for affluent clients by catering to both their domestic and global financial needs. Our premium service is delivered through Premier Banking and, alongside our Global Private Bank, we operate in the world’s key markets and pivotal financial centers. Our offerings are further strengthened by top-tier asset management and insurance services.

Key Responsibilities

• Mentor and coach Relationship Managers, including Sales Managers, to enhance portfolio management skills, client engagement quality, and overall professionalism aligned with the International Wealth and Premier Banking (IWPB) framework.
• Develop Relationship Managers' capabilities in financial planning and wealth products to foster advisory excellence, need-based selling, and suitability-focused recommendations.
• Collaborate strategically with RM leadership to define team routines, set standards, and establish performance targets to ensure uniform client management practices.
• Conduct structured training sessions, observation, and constructive feedback such as call and meeting coaching, pipeline assessment, and role-playing activities to boost sales efficiency, wallet share, and wealth penetration.
• Monitor and document progress using agreed key performance indicators (KPIs), including client activity, conversion rates, product mix, penetration, and portfolio status. Identify areas for improvement and apply focused enhancement plans.
• Maintain compliance with HSBC Business Principles, operational risk policies, and local and global regulations, ensuring ethical conduct and operational integrity in all coaching and business endeavors.

Qualifications and Requirements

• Extensive experience in financial services and relationship management, preferably with a focus on high-net-worth (HNW) portfolios.
• Advanced expertise in financial planning and wealth products, demonstrating a strong history of delivering effective client advice and achieving sales results.
• Proven success in coaching and building high-performing wealth teams; prior leadership or team management experience is advantageous.
• Strong grasp of macroeconomic and microeconomic principles as well as local market trends.
• In-depth knowledge of wealth management regulatory frameworks with valid local licenses or accreditations, partnering effectively with compliance, credit, risk, and internal control functions.
• Comprehensive understanding of HSBC’s Global House Views.
• Proficiency in English is essential; Arabic language skills are preferred.
• A university degree is mandatory for UAE work visa eligibility. Foreign educational qualifications must be accompanied by up-to-date attestations and equivalency as required by UAE regulations.

Additional Information

HSBC is dedicated to fostering a workplace culture where all employees feel valued, respected, and empowered to contribute. We emphasize continuous professional development, flexible work options, and growth within a diverse and inclusive environment. Our commitment to diversity drives innovation and sustainable business growth. Applicant data is handled following HSBC’s Privacy Statement.

Issued by The Hong Kong and Shanghai Banking Corporation Limited.