HSBC Bank announced, through its Linkedin account, a bank job Premier Wealth Relationship Manager according to the following
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.
Bachelor's degree
Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
Relationship management experience with high net worth clients
Strong technical skills in wealth management
Strong communication, client focus and influencing skills
Strong sales orientation, networking and portfolio management skills
Sound knowledge of financial services products and services and the client relationship management system
Understanding of business banking client segment and products and services
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
Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly
Be ambitious about providing the highest standards of delivery to colleagues and clients
Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity
Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses
Able to communicate well in English and local languages.
Details and apply for this HSBC Bank career as follows:
.webp "Banking Jobs In UAE | HSBC Bank careers | insh20")